Christopher Swan, CFP®

Retire With Swan

Founder | Retirement CFO

Large Wealth Management Firms

Worked as a licensed financial advisor with several nationally recognized wealth management firms.

Financial Advisor

AT&T

Leadership Development Program

LeafHouse Financial

Associate

Texas A&M International University

Graduate Assistant

Killam Development

Intern

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.
Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.
Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—
My biggest impact would be helping people prepare for, transition into, and live in retirement.

By creating secure, reliable plans, I could help people:
Feel confident.
Transition comfortably.
And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.
We focus on people.

To make the retirement journey easier, faster, and more transformational,
I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.
They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re strategically thinking about your retirement, I’d love to help.

And remember:
It’s never too late—or too early—to better plan your exit.

Founder & CEO

Christopher Swan, CFP®, MBA

Global FPO

Business Development Executive

Senior Sales Associate

Self-driven, resilient and passionate marketer specialized in the field of marketing with a global outlook nearing 4 years of work experience.

We help CPAs, Accounting Firms and small and medium business across USA, Canada, EMEA, Australia and India in increasing ROI by reducing their operating cost by ~50% through assisting them in :

>> Bookkeeping
>> Tax Preparation
>> Payroll filings
>> Financial statements preparation
>> US GAAP, IFRS & Canadian GAAP Accounting Advisory Solutions

Do you face any of following challenges :

- Is you or your team spending hours of your valuable time in operations rather than to grow your business ?
- Low profitability or high operating cost or high cost in-house team ?
- High turnover or Non availability of staff ?
- Cannot find right candidate to assist your diversified growing business requirements ?

I can help you with end to end Bookkeeping, Accounting, Payroll processing, Tax filing and Financial statements solutions all under one roof with following benefits:

>> ~50% reduction in your accounting and related cost
>> Easy expansion or reduction of team size with our ready & diversified team of accountants & professionals
>> No hiring or staff maintenance hassle
>> Predetermined fixed or hourly fees to suit your needs
>> Option of pay as you go model
>> Expert knowledge of all accounting and tax tools
>> Successfully partnered 500+ businesses across USA, Canada, EMEA, Australia & India

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Christopher Swan, CFP®, MBA

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