Meet The Team

Barbara Swiatek is a dedicated financial advisor, assisting numerous families in Colorado Springs and across the United States. She has helped individuals get out of debt, plan for the out-of-pocket expenses of their children’s college education, and prepare for their retirement using well-defined and personalized strategies. Her expertise lies in guiding her clients to Retire Financially Fit through her proprietary Financial Endurance Plan.

As a result of her experience and observations, the “Safety First” motto is the driving force behind each personalized retirement strategy she 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 has made it her mission to inform as many individuals as she can on how to strategically prepare and invest for each stage of their lives.

As a fiduciary and Investment Adviser Representative with over two decades of experience and licenses in life, health, and long-term care insurance, Barbara brings a comprehensive approach to financial advising. Beyond one-on-one consultations, she is also a community educator. Extending her expertise to the community through public seminars hosted at local libraries, colleges, and restaurants. She also offers online Master Classes, providing individuals with reliable strategies for financial milestones and retirement.

Barbara is an entrepreneur at heart and established SF Financial in 2002. SF Financial has found its niche in helping families Retire Financially Fit by utilizing a personalized Financial Endurance Plan for her clients. She is a published author and host of the weekly radio show “Retire Financially Fit,” where she shares her insights on retirement with a broad audience.

Giving back to the community is important to Barbara, and she has made it a priority within her firm as well. SF Financial hosts an annual gift drive for The Children’s Hospital Colorado. Barbara’s dedication to community service is mirrored in her personal life. Married for over 40 years, she and her husband cherish family gatherings, the great outdoors, Colorado mountain views, camping, and snow skiing. With five children and seven grandchildren, Barbara values the importance of family and incorporates this perspective into her holistic approach to financial planning. This firsthand experience fuels Barbara’s mission to educate individuals on strategic preparation and investment for every stage of life.