Home - Swan DFW Financial Solutions, LLC

SWAN DFW Financial Solutions, LLC. is an acronym for Sleep Well at Night. The idea originated from the overwhelming responses we received when we asked our clients, “how can we help you?” All they wanted was to “sleep well at night.” That became our mission- to insure our clients that they can enjoy their retirement and sleep well at night. While the technology we use is state of the art, most of our clients just want a couple of simple questions answered- when can I retire? How much can I spend? Am I going to run out of money?

The company was created to provide an independent voice to our clients. When a client works with an advisor of a large firm, they will usually get the best product that large firm makes, not necessarily the best product on the market. It’s like going to a Ford dealership and asking them for the best car for your needs. You will likely only be given Ford cars to consider and will end up buying a Ford, even if there was another car better suited for you – but made by a competitor. SWAN DFW was created to help our clients reach their financial goals with the best products and investments available, regardless of manufacturer. If you are thinking that is cost more to have this kind of independence and customized personal planning, you would be wrong.