Swan Retirement Planning
At Swan Retirement Planning, we go beyond portfolios and products to understand your life, your goals, and what matters most to you. As a boutique planning firm, we craft tailored financial strategies built on clarity, intention, and meaningful conversations — not jargon.
Your Journey to a Secure Future Begins Here
Personalized Financial Strategies
Expertise & Experience
Comprehensive Planning Services
Client-Centric Approach
Education and Empowerment
Steadfast Support
Our dedication to you goes beyond financial planning, aiming to forge enduring relationships. With two decades of industry expertise, our advisors provide steadfast support and guidance as your life and financial needs transform.
Financial Planning Built Around Real Life
Most people don’t need more financial products.
They need clarity.
At Swan Retirement Planning, we help individuals and families make sense of their full financial picture so they can make confident decisions — without pressure, jargon, or unnecessary complexity.
Our approach starts with understanding you: how you live, what you value, and what you want your future to look like. From there, we build thoughtful, integrated plans designed to support real life, not just theoretical models.
A People-First Approach to Financial Planning
Money decisions don’t happen in a vacuum. They’re shaped by family, work, health, experiences, and priorities that change over time.
That’s why our planning process begins with listening. We ask good questions, take the time to understand context, and build strategies that reflect your goals — not a template.
The result is a plan that feels intentional, adaptable, and easy to understand.
What We Help With
Our work is holistic by design. We look at how the pieces fit together so you have direction, not disjointed advice.
- Retirement income and distribution planning
- Investment strategy and portfolio oversight
- Tax-aware planning and Roth conversion analysis
- Estate and legacy planning coordination
- Risk management and insurance review
- Cash flow and spending plan design
Everything is coordinated with one goal in mind: helping you feel confident about where you are and where you’re headed.
Education That Builds Confidence
We believe knowledge is the strongest foundation for good decisions.
You’ll never be left wondering why a recommendation was made. We explain the reasoning, trade-offs, and long-term implications in plain language so you can engage with your plan — not just receive it.
Confidence grows when you understand what you’re doing and why it matters.
Start With a Conversation
Whether you’re approaching retirement, already living on retirement income, or simply want greater clarity around your finances, the first step is a conversation.
📞 Contact Swan Retirement Planning at 805-570-3765 to schedule a consultation and start building a plan that reflects your life.
Events
Join us for diverse events, including live gatherings, online sessions, and insightful webinars tailored to your interests.