swan dfw financial solutions
Financial Solutions to Help You “Sleep Well At Night” in Dallas, TX
Helping Dallas families retire with confidence and Sleep Well At Night.
Your Goals, Within Reach.
Financial planning built for life in Dallas and the retirement you want.
Living and retiring in Dallas comes with big opportunities and big financial decisions. Whether you’re building wealth, approaching retirement, or already there, having a clear plan matters. SWAN DFW Financial Solutions helps Dallas clients turn complexity into confidence. Our goal is simple: help you Sleep Well At Night knowing your finances are on track.
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
About SWAN DFW Financial Solutions in Dallas
SWAN DFW Financial Solutions is a family-owned, fiduciary firm serving Dallas with decades of experience. Led by Hector Hinojosa, CFP®, and his son Joshua, we offer personalized, transparent advice focused on your best interests. We’re proud to provide clear guidance without the sales pitch or hidden fees common at bigger firms. Our Dallas clients trust us for hands-on support and strategies built for real life.
Our Services Make Retirement Simple (And Maybe Even Fun)
No two dreams are the same. That’s why we offer:
Comprehensive financial planning for Dallas residents who want to take the guesswork out of retirement.
Wealth management in Dallas that blends growth, protection, and local expertise for your investment success.
Maximize your Social Security benefits in Dallas with tailored strategies and expert, local advice.
Get clear, expert Medicare guidance in Dallas to avoid penalties and choose the right coverage for your needs.
Frequently Asked Questions
What does financial planning cost in Dallas and how are SWAN DFW’s fees structured? Our fees are fully transparent—Dallas clients can choose between a flat planning fee, a percentage of assets managed, or a performance-based option for qualified accounts. All costs are disclosed upfront so you know exactly what you’ll pay.
What services does SWAN DFW offer to help Dallas clients achieve financial peace of mind? We provide comprehensive financial planning, investment management, Social Security optimization, and Medicare guidance—all personalized for Dallas residents.
How does SWAN DFW ensure Dallas clients get unbiased financial advice? As fiduciaries, we never accept commissions or kickbacks—Dallas clients receive advice that’s always in their best interest, not ours.
Let’s Turn Financial Stress Into “Sleep Well At Night” Confidence.
Ready to work with a trusted financial planner in Dallas? Schedule your free consultation today and see how we can help you retire with confidence.