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Comprehensive Retirement Analysis

We'll take a full look at where you stand today, your savings, income, and retirement timeline, and discuss what areas may need attention.

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Personal Fiduciary Guidance

You work directly with Hector and Josh, not a call center. They learn your situation, your goals, and your timeline, and they're legally required to put your interests first.

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Clear, Transparent Fees

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not the product they're selling.

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Ready to get a real plan?

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Get a clearer picture of where you stand and what to do next

Book a free call with Hector and Josh. In 30 minutes, you'll have a clearer picture of your retirement situation and what steps may make sense for your goals.

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Schedule your free consultation now

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We help Dallas-Fort Worth families plan for retirement with clarity

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Ready to retire with a real plan?

Most people within 10 years of retirement still don't have a clear strategy. One conversation with Hector and Josh can help you get started.

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Schedule your free consultation now

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Dallas-Fort Worth families work with us:

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img]:fun-h-[1em]\" data-type=\"emoji\">\"star In Financial Services Since 1995
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About us

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Your fiduciary financial partner in Dallas-Fort Worth

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About us

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Swan DFW Financial Solutions is a father-son fiduciary advisory firm based in Fort Worth, TX.

Hector Hinojosa is a Certified Financial Planner™ with nearly 30 years of experience, and his son Josh is an Investment Advisor Representative with a Series 65 license and degrees in finance and business management from Texas Wesleyan University. Together, they specialize in helping DFW families retire with clarity, covering retirement planning, Social Security optimization, and Medicare guidance.

As fiduciaries, they're legally required to act in your best interest. No commissions. No conflicts. Just a real plan built around your life.

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Our expertise

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Personalized Retirement Planning

We build a retirement strategy around your life, your savings, your timeline, and what you actually want retirement to look like.

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Social Security Optimization

Most people leave money on the table by claiming too early. We help you evaluate the right time to claim based on your specific situation.

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Medicare Guidance

Turning 65 comes with a lot of healthcare decisions. We walk you through your options so you can make informed choices about your coverage.

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Need help?

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Frequently Asked Questions

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What Services Does Swan DFW Financial Solutions Offer?

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Retirement planning, Social Security optimization, Medicare guidance, and wealth management, all delivered by CFP® professionals with no commissions and no conflicts.

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How Can Financial Planning Help Me Sleep Better at Night?

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Most people lose sleep over retirement because they don't have a clear plan. We work with you to build one. When you have a clearer picture of where you stand and what steps to take, the uncertainty becomes more manageable.

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What is Your Fee Structure?

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We're fee-only and fiduciary, meaning we don't earn commissions and we're legally required to act in your best interest. We'll walk you through our pricing on your free consultation call.

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How Do You Measure Success in Retirement Planning?

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We measure success by whether you have a clearer plan, a better sense of what steps to take, and more confidence about your retirement.

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How Long Does It Take to Develop a Comprehensive Retirement Plan?

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Every situation is different. The timeline for developing a comprehensive plan varies based on your individual circumstances and goals.

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