For more than a decade, financial advisor Barbara Swiatek has been helping hundreds of families in Colorado Springs 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.
As a result of her experience and observations, the “Safety First” motto is the driving force behind each personalized retirement strategy Barbara prepares for her clients as their retirement consultant. She 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.
A fiduciary and Investment Adviser Representative licensed in all states across the U.S., Barbara is also licensed in Colorado for life, health and long-term care insurance. In her role as a financial advisor and retirement consultant, Barbara also is a community educator. She hosts public workshops on personal finance and retirement planning throughout Colorado Springs and, through her workshop events, brings her knowledge and experience to those seeking sound and predictable strategies in preparing for financial milestones and retirement.
An entrepreneur by nature, Barbara originally founded the firm in 2005 as a mortgage brokerage. She quickly recognized the huge need for college planning services for parents struggling to pay for rising college tuition costs. College Planning of Colorado, a sister endeavor to SF Financial Services, was the result and still provides help to the families who need it. Now, SF Financial has found its niche focusing on retirement planning under Barbara’s leadership.
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 each Thanksgiving in partnership with local restaurant partner, Biaggi’s, for Children’s Hospital Colorado.
Barbara and her husband have been married for nearly 40 years and have five children and six grandchildren. They love the outdoors, family gatherings, Colorado mountain views, camping and snow skiing.