Mike Mahalich

Hi, I'm Mike Mahalich

I help people approaching or in retirement find out exactly how much they can spend — and what happens to that number when markets don't cooperate.

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From Mike

The Sales Income Smoothing System

A three-step framework I built for turning commission-based income into a predictable monthly paycheck — including how to handle clawbacks.

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A little about me

Before Swan Wealth, I spent years at Jackson National and then worked alongside financial advisors at several firms, helping structure investment strategies for their clients. Along the way, I consulted on over $700 million in portfolios. That work gave me a close-up view of what separates a good financial plan from a great one. Today, I focus on income and investment strategy for clients navigating retirement. Outside the office, you'll usually find me exercising or spending time outdoors.

Swan Wealth is an independent, fee-only RIA based in Minnesota. Every plan is built by our team — including a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent — and delivered on one page.

Swan Wealth Management is a Registered Investment Advisor. Nothing on this page constitutes legal, tax, or accounting advice.

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