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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.
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Understanding Social Security & Your Retirement
Join us to learn about recent updates to the Social Security Trust Fund Report & how to maximize your Social Security Benefits and minimize future income taxation.
YOU'RE INVITED REGISTER HERE
**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!
BRAND NEW FREE ONLINE EDUCATIONAL WORKSHOP
You want to learn how to maximize your Social Security
You want to identify Key Principles to improve your retirement
You want to understand how your PIA is calculated
THIS WEBINAR IS FOR YOU IF...
About Your Host
YOU'RE INVITED REGISTER HERE
This is one of the most powerful programs we have ever built!
You don’t understand Social Security and how it fits into your overall Retirement Plan
You want to know how Social Security can affect your taxes
You want to know what you don’t know regarding Social Security
...Claim With Confidence!
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 all 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.
