Thomas Swan, CRPS®, RICP®, NSSA®, is the President of Retirement Income Specialists, Inc. and is a full-service wealth advisor specializing in retirement income planning and retirement plan distributions.
Thomas Swan holds three professional designations:
Chartered Retirement Plan SpecialistSM. This designation certifies Mr. Swan has the requisite knowledge to design, implement and maintain qualified and non-qualified retirement plans such as 401K’s IRA’s and pension plans. Utilizing his understanding of how these plans are formed, Mr. Swan enables clients to withdraw money from these plans both tax-free and penalty free. Retirement Income Certified Professional®. This designation certifies Mr. Swan has the knowledge to design, create and manage sustainable income streams using various methods that coordinate with his clients’ income needs, risk tolerance, risk capacity, and goals.
National Social Security AdvisorSM Certificate Holder. This designation certifies that Mr. Swan has a full understanding of Social Security and Medicare and has the knowledge to instruct classes on these topics. In addition, he has the knowledge to advise clients on how to maximize, optimize, and possibly increase their total Social Security benefits. Mr. Swan also qualifies to give expert witness testimony regarding Social Security retirement benefits. With these three professional credentials, along with his professional financial licenses, Mr. Swan is poised to provide expert retirement income planning solutions to address every unique client situation. Mr. Swan has been in the financial services industry since 1986. The Retirement Income Specialists' main office is at 3585 Maple Street, Suite 209, Ventura, CA 93003 and a satellite office is at 2555 Townsgate Road, Suite 300, Westlake Village, CA 91361.