In 2010, I started my career in financial services.
Making phone calls for independent advisors in Austin, TX, I loved it.
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 winding down.
And everyone in between.
But something kept tugging at me.
Through it all, I prayed and listened.
Prayed for God to guide me toward the most purposeful work I could do.
Listened to the quiet, rising fear in the voices of people facing retirement without pensions, without clarity, and without confidence.
The deeper I listened, the clearer it became:
We are in a retirement crisis.
Millions of hard-working Americans are being squeezed by a perfect storm:
Disappearing pensions.
Market volatility that doesn’t quit.
Skyrocketing healthcare costs.
Social Security on the ropes.
And a tidal wave of people turning 65 every single day.
The old playbook no longer works.
I saw too many people doing everything right… and still feeling lost.
So I stepped out of the corporate echo chamber and founded Retire With Swan.
A place built specifically for the middle majority.
Those who served others, raised families, saved what they could, and just want a plan they can trust.
We don’t chase affluence.
We walk with real people.
To make your transition into retirement easier, faster, and transformational, I developed the Swan Song System and GRACE Framework—my planning and problem-solving systems designed to simplify complexity and help you:
Clarify your goals.
Protect your income.
Avoid costly mistakes.
And build a retirement rooted in peace, purpose, and faith.
If you’re planning your transition into retirement, I’d be honored to help.
And remember:
It’s never too late—or too early—to better plan your exit.
Adam Bar and Chris Swan are affiliated with separate FINRA member firms. Each is supervised by their respective firms and their services are not jointly offered.
They may refer clients to each other based on the client’s needs. All recommendations are made in the best interest of the client.