We are a small niche firm that specalizes in retirment needs for the not yet wealthy. We offer holistic financial planning and through our Registered Investment Advisory, SWAN DFW Financial Solutions, we offer no minimum accounts. SWAN stands for what our clients want to do - that is "Sleep Well At Night." We feel we can do important work and still it no be a burden. Check out our website www.idontwanttobepoor.com
Hector Hinojosa is a Certified Finanancial Planner since 2001. CFP number is 075789.
We come to you.
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We have a discovery meeting where we gather information, assets, risk tolerence and goals. We also lay out the scope of work at that time. If the client approves we proceed with next appointment.
2nd appointment is where we deliver a plan that gets the client an 85% proabability of success based on 1000 different market contditions. Further appointments will be as needed to implement the plan.
Hector has been in the financial serice industry since 1993. He has held his Certified Financial Planner mark since 2001.
We do not have a standard pricing system because each client is different.
While we work with people close to retirment, we also help people that are sending their children to college or trying to pay of their college loans
We need an analysis of our business a year ago and over 80% of our new clients were referred to us by exisiting clients.
Find a Certified Financial Planner- our standard of care is the highest in the indusrty. And if someone has taken the time to do the work to get this mark they are dedicated to the profession and want to do the best for their clients.
What their goals are.