swan dfw financial solutions
Financial Solutions to Help You “Sleep Well At Night” in Fort Worth, TX
Straightforward financial guidance for Fort Worth professionals ready for clarity and peace of mind.
Your Goals, Within Reach.
Practical retirement guidance for Fort Worth families who want clarity.
Fort Worth families face unique financial challenges as careers grow and retirement approaches. Many people feel unsure if they’re saving enough or making the right moves. SWAN DFW provides clear, fiduciary guidance built around your real life. We help Fort Worth clients move forward with confidence and less stress.
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 Fort Worth
Fort Worth clients count on SWAN DFW Financial Solutions for expert advice rooted in local experience. As a father-son advisory team, Hector and Joshua Hinojosa believe in building long-term relationships, not just portfolios. We’re fiduciaries—committed to putting your needs first and explaining every step in plain language. Clients appreciate our approachable style and the confidence that comes from working with a firm that truly cares.
Our Services Make Retirement Simple (And Maybe Even Fun)
No two dreams are the same. That’s why we offer:
Complete financial planning services for Fort Worth families seeking clarity and confidence about their future.
Fort Worth investors trust SWAN DFW for hands-on wealth management, disciplined strategies, and transparent fees.
Fort Worth clients rely on our Social Security planning to optimize timing, avoid costly mistakes, and boost lifetime income.
Fort Worth retirees rely on our Medicare planning to make enrollment easy and ensure the best-fit health plans every year.
Frequently Asked Questions
How does SWAN DFW charge for financial advice and investment management in Fort Worth? We offer flat fees for comprehensive planning, a standard 1% annual fee for investment management, and a performance-based option for eligible clients. You’ll always see all costs in writing before we begin.
How can SWAN DFW support my financial goals in Fort Worth? Our team helps Fort Worth clients with retirement planning, portfolio management, tax strategies, and ongoing advice tailored to your life stage and needs.
What makes SWAN DFW a trustworthy choice for Fort Worth families? Fort Worth clients appreciate our family-owned approach, transparent fees, and commitment to long-term relationships—not just quick transactions.
Let’s Turn Financial Stress Into “Sleep Well At Night” Confidence.
Take control of your future in Fort Worth—book a call with SWAN DFW and start your personalized plan for financial peace of mind.