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Gabe Swan brings a strong sense of purpose to financial planning, shaped by people, not products. Through Swan Retirement Planning, he works with individuals and families who want their financial lives to reflect the way they live, think, and prepare for the future. His mission is to help people understand their full financial picture with ease and assurance, supported by meaningful conversations and clear, accessible guidance.
That mission reflects a professional path shaped by a genuine interest in people and the choices that influence their lives. Long before founding his firm, Gabe began developing a people-first mindset that still informs his work. He has spent his career listening to families and observing how values, habits, and experiences can affect financial decisions over time.
This attention to personal context has become a significant part of Gabe’s advisory approach. “Much of what I’ve achieved comes from asking good questions and giving people the space to answer them,” he says. “When someone feels heard, the planning tends to become more meaningful.”
Gabe’s path into financial planning took shape through varied experiences that strengthened his understanding of complex systems and real-world decision-making. Early roles introduced him to the mechanics of financial institutions, insurance and investment products, and real estate, while also revealing how often people felt overwhelmed by information presented without context.
“Over the years, I found myself drawn to work where I could be more involved in the full picture, not just one-off transactions,” Gabe says. Those years influenced his view that effective guidance grows from recognizing how the pieces of a client’s life fit together.
That belief led to the creation of Swan Retirement Planning, a firm designed around holistic financial planning. The work spans financial advising, estate considerations, investment strategy, income planning, and guidance across a variety of investment assets. Engagements begin with a broad exploration of a client’s life, covering family dynamics, lifestyle preferences, travel interests, and future aspirations. From there, strategies take shape as integrated plans rather than standalone recommendations.
The firm’s structure reflects Gabe’s role as a single advisor offering comprehensive oversight. Clients can experience continuity and personal attention, with guidance coordinated across multiple areas of planning. Another feature of Gabe’s approach involves providing clarity early in the relationship. “I do my best to give clients a clear picture of my recommendations early on, so they have a sense of what to expect and why,” he says. The process emphasizes efficiency and openness, offering people a sense of direction without unnecessary complexity. “In many ways, I see my role as similar to a family office advisor, someone who supports long‑term thinking through a relationship that feels consistent and reliable,” Gabe adds.
It’s worth noting that education is integral to how Gabe works. He views knowledge as the strongest foundation for lasting decisions and designs every plan to be understood. He regularly teaches extended retirement classes and leads presentations that explore financial concepts in plain language. These sessions cover the reasoning behind strategies, helping participants see how different elements work together.
This educational philosophy also informs his interactions with clients. Conversations focus on outlining options, trade‑offs, and longer‑term considerations in a manner that feels clear and manageable. Plans are developed with each individual’s priorities in mind, rather than relying on broad templates. “Clients can develop a stronger sense of connection to their strategies as they come to understand the reasoning behind each step,” Gabe states. He views this shared understanding as a meaningful part of ongoing engagement, helping clients feel more at ease adjusting plans as their circumstances evolve.
As his practice continues to grow, Gabe’s long-term vision involves sharing his knowledge and expanding his reach. His plans include bringing in and training an advisor who can carry forward the same philosophy of education, care, and holistic planning. This step reflects his belief that experience gains value when it supports others. In his view, growth means extending the reach of a thoughtful approach while preserving the personal relationships that define his work.
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