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DESIGNED AROUND YOU!

Welcome to Swan Wealth Management! We are here to help you simplify Finances, be the trusted Financial Partner can you count on, as you plan towards your Life Goals!

Our Goal? To help you obtain your Goals!

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Have Questions? Let's set up a meeting below!

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YOUR JOURNEY

We created a process that is designed around the client to help you obtain Financial Peace!

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YOUR TEAM

Years of experience have prepared us to guide you towards your Life Goals!

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LET'S GET STARTED

Our first meeting is a no-pressure complimentary consultation that is designed to get to know each other better. We will spend about 90% of the meeting talking about your Life Goals and educating you on Investing.

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NAVIGATING YOUR FINANCIAL FUTURE

Have you ever gotten lost on a hike or taken the long way home?  In our financial lives, many of us don't know where we are going or how to get there. At Swan Wealth Management we provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity, and expertise to help you gain confidence towards a more secure financial future. In short, we give you the trail map to your Financial Goals! 

As Independent advisors, we act as Fiduciaries, who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring, and discipline, we can be a valued coach to encourage you to plan ahead for the expected…and the unexpected. We work as your partner, providing you with counsel on an ongoing basis.  We focus on the issues that are important to you, your goals, and values.

Above all, we are committed to helping our clients make wise decisions about their wealth so that it can do as much good as possible for those they care most about.

Dave Ramsey

Dave Ramsey is one of America’s most listened-to syndicated radio show hosts, a motivational speaker, a New York times Best Selling author, and personal finance expert. Craig Swan has been fortunate enough to be one of the Dave Ramsey SmartVestor Pro (formerly called ELP) for Colorado Springs.

Our focus is on helping our clients live their lives debt-free and financially independent. Additionally, we take very seriously Dave’s mantra of acting with the heart of a teacher, not the heart of a salesman. Dave developed the Baby Steps, which are core part of our teaching and beliefs.

Below are reasons why you should consider using an SmartVestor Pro-

What does it mean to be a SmartVestor Pro?

  1. I agree to the SmartVestor Code of Conduct.

    I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

  2. I provide a refreshing twist on financial planning.

    I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals..

  3. I care about your future.

    I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

Schedule A Meeting

If you have questions, please contact me and I would be happy to discuss your unique situation with you in a Complimentary, Independent, No Pressure, Second Opinion Consultation. 

Our Second Opinion will cover the following-

  • Am I taking on too much or not enough risk per my personalized risk profile?
  • Does my investment strategy make sense per my goals?
  • Am I paying too much for my investments?
  • What other planning items should I be thinking about per my goals? 
Schedule Your Complimentary Consultation

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