Financial Solutions to Help You “Sleep Well At Night”
Dallas–Fort Worth’s down-to-earth fiduciary team guiding you to retire with confidence—because peace of mind is the best investment.
Hector Hinojosa, CFP®
Founder, Certified Financial Planner™
Josh Hinojosa
Investment Advisor Representative (IAR)
Your Goals, Within Reach.
Real Retirement Planning, Right Here in Dallas–Fort Worth
For most people, retirement isn’t just about reaching a number—it’s about not losing sleep over it. Maybe you’re just starting to save, halfway to the finish line, or close enough to taste the freedom but worried the numbers don’t add up. At SWAN DFW Financial Solutions, we’re the father-son team (Hector Hinojosa, CFP® since 2001, and Joshua Hinojosa) that helps you trade confusion and stress for a clear plan, local insight, and the confidence to actually enjoy your money.
Whether you’re in Dallas, Fort Worth, or anywhere in the Metroplex, we bring a friendly, straightforward approach (plus a dash of Texas humor) to every conversation.
Benefits That Let You Actually Sleep at Night
Fiduciary advice—no commissions or gimmicks
CFP® expertise—decades of tailored strategies
Local insight—Dallas–Fort Worth born and raised
Clear fees—simple, transparent, no surprises
Your Path, Your Goals—We’re With You at Every Step
No matter where you’re at, SWAN DFW Financial Solutions is ready to help you move forward with clarity.
Just Starting Out?Lay the groundwork now and future-you will thank you.
Halfway There?Make up for lost time and sharpen your plan.
Close to Retirement?Maximize your nest egg, minimize your stress.
Our Services Make Retirement Simple (And Maybe Even Fun)
Protect your people, lock in future health plans, and leave a legacy—medicare made simple.
MEET YOUR financial teAM
Hector Hinojosa, CFP®
Hector Hinojosa, CFP®, has served clients in financial services since 1995 and became a certified financial planner in 2001. He works with clients across Dallas–Fort Worth, including aerospace professionals, and still brings nearly 30 years of passion to every family he helps.
Josh Hinojosa is a Fort Worth native with two years of experience in financial services, holding his Series 65 and Texas life and health insurance licenses. He earned degrees in finance and business management from Texas Wesleyan University.
Curious about money moves, market updates, or what’s really happening in retirement planning? Catch the latest episodes of “Wealth Defense Radio – The Podcast,” hosted by our own SWAN DFW team.Be sure to check back weekly for new episodes!
Let’s Turn Financial Stress Into “Sleep Well At Night” Confidence.
Whether you’re tired of guessing, worried about outliving your savings, or just want someone who actually calls you back, SWAN DFW Financial Solutions is ready to help.
