Our clients

Guiding Every Stage, From First Job to Last Paycheck

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Different Paths, Same Commitment to Your Goals

Everyone’s journey looks different, but your financial peace of mind is always our priority. SWAN DFW helps clients all across Dallas–Fort Worth—whether you’re just starting out, in the thick of life and career, or gearing up for retirement. Find your stage below and see how we help you sleep well at night.

We strive to bring the same financial planning tools & concepts that multimillionaires use to everyone, no matter where they are at in their financial journey. 

Building Your Foundation

Just Starting Out (20s–30s)

You’re early in your career, maybe newly married, facing student loans, or eyeing your first home in the Dallas–Fort Worth market. We help you set smart habits—budgeting, debt management, and the basics of investing—so you start strong. With SWAN DFW, you get answers to your questions (no matter how simple), and a plan to make the most of time on your side. Start now, and let your future self thank you.

Balancing Growth & Family

Halfway There (30s–40s)

You’re in your peak career years, juggling kids, college savings, and wondering if your retirement is on track. We help you boost savings, fine-tune your investments, and protect your family with smart insurance and estate basics—all tailored to your DFW life. Our advisors will help you manage competing goals, address tax and care concerns, and keep your plan moving forward. You get clarity, confidence, and a strategy that fits real life.

Making the Leap to Retirement

Near Retirement (50s–60s+)

You’re eyeing the finish line, asking if you’ve saved enough and what’s next for your income, taxes, and healthcare. This is our specialty—mapping out your retirement timeline, maximizing Social Security and Medicare, and turning your nest egg into steady income for life. We handle the complex details, from RMDs to legacy planning, so you can retire with confidence and focus on enjoying what matters most. Let’s finish strong—on your terms.

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Hear Real Advice for Every Stage

Looking for quick, practical tips you can actually use? Check out these podcast episodes designed for your life stage—each packed with real talk and straight answers from our team.

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In Your 40s

Key moves to balance career growth, family demands, and long-term retirement goals—without feeling behind.

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In Your 50s

Smart strategies to catch up, reduce risk, and prepare your savings, taxes, and income for retirement.

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In Your 60s

Clear guidance on timing retirement, Social Security, healthcare, and turning savings into reliable income.