About

SWAN Retirement Strategies

About SWAN Retirement Strategies

Founded in 1997, SWAN Retirement Strategies is a locally owned, family‑owned financial planning firm built on trust, experience, and results. With 28+ years of combined experience, we deliver individualized, data‑driven retirement plans designed from a distribution and tax‑efficiency perspective—so your strategy isn’t just theoretical, but truly actionable. We’re a results‑focused, full‑service virtual firm that always goes the extra mile to ensure accuracy, clarity, and confidence at every step. For added convenience, we offer complimentary phone and zoom consultations, same‑day emergency appointments, two in‑office notaries, and free estimates within 1–2 business days. Contact us today to experience personalized planning designed to help you move forward with confidence—and sleep well at night.

About

SWAN Retirement Services provides financial planning, protection services, social security analysis, wealth management, and financial literacy media to the state of Florida.

Year Established

1997

Products

Services

  • Educational Videos
  • Schedule A Meeting
  • Annuities
  • Education Savings Account
  • Exchange Traded Funds
  • Health Care Planning
  • Estate and Tax Planning Recommendations
  • Insurance Consulting
  • Investment Management
  • Personal Financial Planning
  • Retirement Planning

Specialties

  • Retirement Strategies
  • Investments
  • Insurance
  • Roth Conversions
  • Legacy Planning

Associations

Brands

  • As Seen On: Google News, Newswires, Associated Press, Yahoo, ask, Bing, x, Facebook

Pickup and Delivery

Recognition

  • Best of 2025 & 2026 Financial Consultants
Black award plaque for Swan Retirement Strategies, BusinessRate Best of 2025 Sarasota, Financial Consultant

Licensing

  • Florida-Registered Investment Advisor

As Seen On: 

  • Google News
  • Newswires
  • Associated Press
  • Yahoo
  • Ask
  • Bing
  • X
  • Facebook

Payment Options

  • American Express
  • Discover
  • MasterCard
  • Visa

Languages

  • English


Good to Know

Accessibility

  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Wheelchair accessible seating
  • Wheelchair accessible entrance

Planning

  • Appointment required

Amenities

  • Restroom

Service options

  • Online appointments
  • Onsite services