• Request a no-obligation meeting today to ensure the retirement you want is the one you have.

    Retirement Financial Planning

    You retire ONCE. We help people retire EVERY DAY.

    Retirement Income Strategies

    Will I have enough?

    With the exception of the last two years, life expectancy in the United States has generally been increasing. While that’s great news, one drawback to a longer lifespan is the greater possibility of outliving your savings. In fact, in one study 49 percent of Americans cite running out of money as their chief retirement concern.

    Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming. But it doesn’t have to be that way.

    Insurance products like annuities can help provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.

    1 Hristina Byrnes and Thomas C. Frohlich. USA Today. February 21, 2019. "Life Expectancy in the US: You're Most Likely to Live a Long Life in Hawaii and California". https://www.usatoday.com/story/money/2019/02/21/average-life-expectancy-in-the-us-hawaii-top-state-for-a-long-life/39018551/. Accessed January 2020.

    2 Harriet Edleson, AARP. May 21, 2019. "Almost Half of Americans Fear Running Out of Money in Retirement". https://www.aarp.org/retirement/planning-for-retirement/info-2019/retirees-fear-losing-money.html.

    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at info@swan-capital.com or call us at 850-380-9558 today!


    107 W. Gregory Street
    Pensacola, FL 32502
    Phone: 850-380-9558
    Email: info@swan-capital.com

    Mobile Office

    2053 Dauphin Street
    Mobile, AL 36606
    Phone: 251-800-7499

    Daphne Office

    1539 U.S. Highway 98, Suite 301
    Daphne, AL 36526
    Phone: 251-800-7499


    Client Login