swan dfw financial solutions
Financial Solutions to Help You “Sleep Well At Night” in Southlake, TX
Personalized financial planning for Southlake clients who value protection, growth, and peace of mind.
Your Goals, Within Reach.
Thoughtful wealth planning for Southlake clients who expect more from their advisor.
Southlake clients often seek thoughtful planning to protect and grow what they’ve built. Complex finances deserve clear strategies and steady guidance. SWAN DFW delivers personalized planning designed for long-term confidence. Our approach helps Southlake families protect their lifestyle and plan forward with certainty.
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 Southlake
Southlake families deserve financial guidance as unique as their dreams. SWAN DFW Financial Solutions is led by Hector and Joshua Hinojosa—a father-son team with roots in DFW and a reputation for integrity. We deliver customized, transparent planning focused on protecting what matters most. Southlake clients rely on us for expertise, clarity, and a partnership that lasts through every stage of life.
Our Services Make Retirement Simple (And Maybe Even Fun)
No two dreams are the same. That’s why we offer:
Southlake clients receive tailored financial planning that adapts to changing needs, markets, and goals.
Southlake investors enjoy proactive, personalized wealth management designed to build and defend their financial legacy.
Southlake clients count on our Social Security expertise to ensure the smartest claiming strategies for their unique situations.
Southlake families benefit from personalized Medicare strategies that save money, avoid gaps, and fit your lifestyle.
Frequently Asked Questions
What fee options does SWAN DFW offer Southlake clients seeking financial guidance? Southlake clients can select from a flat planning fee, ongoing management fee, or a performance-based structure for qualified accounts. We’ll help you choose the arrangement that best fits your needs and explain every cost clearly.
What makes SWAN DFW’s approach right for Southlake clients? Southlake clients benefit from our fiduciary advice, proactive service, and holistic planning for every financial milestone—always with your interests at heart.
How does SWAN DFW stay connected with Southlake clients and their changing needs? Southlake clients receive proactive communication, annual plan updates, and a true partnership that adapts as life and goals evolve.
Let’s Turn Financial Stress Into “Sleep Well At Night” Confidence.
Southlake clients, it’s time to experience financial planning built around your life. Schedule a strategy session and move forward with confidence.