EP 330: From Bible to Business: How Swan DFW Guides Retirement Transitions

30/09/2025 8 min
EP 330: From Bible to Business: How Swan DFW Guides Retirement Transitions

Listen "EP 330: From Bible to Business: How Swan DFW Guides Retirement Transitions"

Episode Synopsis

What makes Hector Hinojosa with Swan DFW Financial Solutions a good neighbor?A chance meeting over lunch in 1993 changed everything for Hector Hinojosa. When he spotted a Bible on the front seat of his lunch companion's car, he had no idea this connection would launch him into a career as a financial planner. Today, as founder of Swan DFW Financial Solutions, Hector has built a thriving practice based on a simple yet powerful promise to his clients: "Sleep Well At Night."When Hector's earliest clients told him, "We're never going to get rich, we just want to sleep well at night," he found his firm's purpose and name. Swan DFW specializes in guiding clients through the complex emotional and financial transition from decades of working life into retirement. Focusing primarily on clients between 50-65 years old, many from Lockheed Martin with 25-35 years of service, Hector's team creates comprehensive financial plans tailored to individual retirement goals.Perhaps the most valuable insight Hector shares is debunking the myth that financial planners cost too much. Research shows working with a qualified planner typically results in 15% more retirement money compared to going it alone. This advantage comes from professional guidance that prevents costly mistakes and keeps clients focused on long-term plans. Beyond the numbers, Hector emphasizes the critical 90 days before and after retirement—a time when emotional coaching proves just as important as financial expertise. After 45 years of the same work routine, that transition requires both financial and psychological preparation.Want to learn more about how Swan DFW Financial Solutions can help you sleep better at night? Visit their website at swandfw.net, check out their "Wealth Defense Radio" podcast on YouTube or Spotify, or email [email protected] to discover how their truth-telling approach to financial planning might be the perfect fit for your retirement journey.To learn more about Swan DFW Financial Solutions go to: 🌐 swandfw.netSwan DFW Financial Solutions 📞 +1 (817) 938-0077

More episodes of the podcast Good Neighbor Podcast: Frisco