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Our Clients

We serve clients who are just starting out, are halfway there, or are close to retirement. No matter what your stage of life, SWAN DFW is here to help you with financial solutions that are completely customized to you and your family based on your unique situation and goals. As a fiduciary financial planning firm, we are completely transparent about our fees and our approach.

Our goal is to do what is in your best interests at all times. We strive to bring the same financial planning tools and concepts that multimillionaires use to everyone, no matter where they are at in their financial journey. We look forward to working closely with you through the years to help you achieve your financial and retirement dreams.

Just Starting Out

  • In your 20s & 30s
  • Early in your career, just beginning to save for retirement
  • Goal may be to buy a house, get married or have children
  • May need cashflow and budgeting help
  • Establish emergency savings
  • Avoid debt / payoff student loans

Halfway There

  • In your 30s & 40s
  • Have been steadily saving for retirement, may want to bump up savings
  • Goal may be to buy a second home, pay for college for your kids
  • May need to look at more insurance for asset protection
  • Need to create and implement an estate plan

Close to Retirement

  • In your 50s & 60s +
  • Have retirement assets, but unclear when you can retire
  • Need help converting retirement funds into income streams
  • Want to coordinate Medicare, Social Security and retirement date along with spouse
  • Want to create a tax plan that will mitigate taxes for optimized cash flow, especially if you have large amount in traditional, taxable accounts like 401(k)s
  • Need to make decisions about desired retirement lifestyle and budget needed
  • Need to plan for medical expenses and potential long-term care
  • May be squeezed between taking care of parents and helping adult children
  • Ongoing estate planning and legacy planning
To learn how we can help you turn your retirement dreams into a reality, schedule an appointment with us today!

Financial Solutions

Financial Planning
Wealth Management
Social Security
College Planning
Fees & Pricing
Learning Center

Frequently Asked Questions

Working with our clients so closely, we’re prepared to field the most common questions. We aim to answer questions we receive most often, helping you arrive at our meeting fully prepared and with a complete understanding of our agenda and what we plan to address.

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Learning Center

Watch Our Videos

Videos are one of our favorite ways to help our clients grasp onto the topics we explain in meetings. With quick, snappy overviews of strategies we implement with our clients, our videos can give you the knowhow and the strength to fight for your future and protect your retirement!

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Your Host: Hector Hinojosa

Hector Hinojosa, the Wealth Defender, stands guard for your finances every week on Wealth Defense Radio. Be sure to check back weekly for new episodes!