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Barbara Swiatek is not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. SF Financial Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that SF Financial Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
Any reference to safety or security is not investment related and should not be interpreted as such. “It’s Safety First” is a motto of SF Financial and is in no way affiliated with investments or investment related advice. Investing involves risk and no guarantee of safety or security from loss of principal can ever be made.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Join Us For This Online Master Class And Learn How to Avoid The 5 Most Common Mistakes So You Can Retire Worry Free
This is one of the most powerful programs we have ever built!
How to put a Retirement Strategy together, regardless of where you are right now
presented by Barbara Swiatek
"Retire Financially Fit" Master Class Series
**This is an online event. Just register, join from an email 15 minutes prior to the event and enjoy the presentation from the comfort of your home!
What Should You Be Doing Today
To Optimize Social Security & Retire Financially Fit?
You Will Learn...
719-597-2179
Meet Your Host
Barbara Swiatek
For almost two decades, financial advisor Barbara Swiatek has been helping hundreds of families prepare for their retirement using well-defined and personalized strategies. As a result of her experience and observations, the “Safety First” motto is the driving force behind each personalized, comprehensive, “Financial Endurance Plan”, Barbara prepares for her clients.
Barbara is passionate about retirement planning, because she witnessed firsthand when many people were forced to go back to work, change their lifestyle and/or delay retirement as a result of losing their retirement funds in the stock market in 2001 and 2008. Barbara made it her mission to inform as many individuals as she can how to strategically prepare and invest for each stage of their lives.
As a fiduciary and Investment Advisor Representative licensed in various states across the U.S., Barbara is also licensed in most states for life, health and long-term care insurance. SF Financial has found its niche in focusing on retirement planning.
In her role as a financial advisor, Barbara is also a community educator. She hosts a weekend radio show titled, “Retire Financially Fit”, and holds workshops on personal finance and retirement planning. Through her events, she brings her knowledge and experience to those seeking sound and predictable strategies in preparing for retirement.
Everyone who attends this Master Class is eligible to receive a complimentary copy of Barbara's book "Retire Financially Fit"
Check out Barbara's Radio Show on:
When is the best time to take Social Security and how to avoid a big mistake that many people make
What you should be doing right now in order to Retire Financially Fit
GET STARTED IN 3 EASY STEPS:
How to guard against inflation (and how to ensure you and your family don't outlive your money)
Join us online Wednesday, February 28th @ 7:00 PM PST
Join Us For This Online Master Class And Learn How To Avoid The 5 Most Common Mistakes So You Can Retire Worry Free
Join Us For This Online Master Class
**This is an online event. Simply register, log on 5 minutes before the event, and immerse yourself in valuable insights.
RETIRE
Join us online Thursday, April 25th @ 7:00 PM (local time)
Join Barbara for an evening of transformative insights. Secure your spot now and take the first step towards a retirement that aligns with your dreams. Don't miss out – this Master Class is your key to Retire Financially Fit!
Barbara Swiatek
Master Class Host
FINANCIALLY FIT
What You Will Learn:
How to put a Retirement Strategy together, regardless of where you are right now
When is the best time to take Social Security and a big mistake that many people make when taking Social Security
How to have a steady, reliable income you won’t outlive
What you should be doing today to optimize Social Security and Retire Financially Fit
What You Will Learn:
The history of the Social Security system and the challenges it faces
How to optimize your benefits
How Social Security is one piece of a comprehensive Retirement Plan
How making a small change in your retirement portfolio can increase your probability of a successful retirement
The 8 Major Risks to Your Retirement
This Master Class is for you if:
You are sick and tired of worrying about retirement and are confused by the conflicting advice you’ve been given.
If you are concerned about running out of money during retirement.
You are worried about rising health & LTC expenses.
You are confused about the impact that taxes and inflation can have on your retirement.
This Master Class is NOT for you if:
Maximizing Social Security benefits and understanding the nuances of retirement planning are not a priority for you.
You're not open to proven strategies from a fiduciary and Investment Advisor Representative.
You're content with leaving the fate of your retirement to chance, without strategic preparation.
You're not seeking a detailed and customized Social Security Optimization Strategy designed to maximize your benefits and ensure financial stability.
Barbara Swiatek is a published author, radio host of "Retire Financially Fit," and contributor to Kiplinger,
Why Choose Barbara's Master Class?
Barbara's commitment to empowering individuals to Retire Financially Fit is unmatched. As a seasoned professional in practice for over 20 years, she's distilled her expertise into a must-attend event.
Barbara Swiatek, a seasoned financial advisor with over two decades of expertise, is your guide. Her "Safety First" approach has empowered families to prepare for retirement confidently.
Barbara's passion for retirement planning stems from witnessing the fallout of the 2001 and 2008 market crashes, where individuals had to rethink their retirement due to lost funds. As a fiduciary and licensed professional, Barbara specializes in retirement planning, guiding individuals towards sound and predictable strategies.
Barbara's commitment extends beyond this Master Class – she hosts the "Retire Financially Fit" radio show and conducts workshops on personal finance and retirement planning. Don't miss the chance to tap into her wealth of knowledge.
Don't let retirement catch you off guard; be proactive and informed. Join us for an enriching experience and let Barbara Swiatek guide you to Retire Financially Fit!
Join us to Retire Financially Fit!
Retire Wise All Rights Reserved. ® 2024
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. Barbara Swiatek is not affiliated with or endorsed by the Social Security Administration or any government agency. This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. FACEBOOK is a trademark of FACEBOOK, Inc. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. SF Financial Services is not affiliated with or endorsed by the Social Security Administration or any other government agency. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone. We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Any reference to safety or security is not investment related and should not be interpreted as such. “It’s Safety First” is a motto of SF Financial and is in no way affiliated with investments or investment related advice. Investing involves risk and no guarantee of safety or security from loss of principal can ever be made. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.