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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Swan Wealth Management-Dave Ramsey Smartvestor

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Swan Wealth Management-Dave Ramsey Smartvestor

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Swan Wealth Management is an Independent, Conflict-Free and Unbiased Financial Planning Firm. Our www.swanwealthmanagement.com/Second-Opinion.11.htm

I offer a complimentary hour-long second opinion analysis to see if I can help. This comes with no obligation and you can learn more about it on my website below.

10/23/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

10/21/2026

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owners, that brings a mix of energy and urgency. There is still time to finish strong, but the window is getting shorter.

This quote is a timely reminder that crossing the finish line is not about pushing harder for its own sake. It is about reconnecting with the reason you started in the first place. That clarity is often what separates a strong finish from a scattered one.

As you move through October, we would love to hear from you: What was the original reason you started your business or took on your biggest goal this year? Share it in the comments. Sometimes the best fuel for finishing strong is remembering where it all began.

10/19/2026

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a quiet but real pressure to finish strong.

This quote is a good one to carry into the final stretch. Having a vision is one thing, but doing the work to make it real is another. That is where leadership, whether in business, on a team, or in your own life, truly lives.

As you head into the rest of October, what is one vision you are actively working to bring to life right now? Share it in the comments. We would love to cheer you on.

10/16/2026

A comprehensive financial plan for HNW (HNW) individuals should reflect both your personal values and long-term intentions. Some important areas to evaluate include charitable and legacy goals, as well as estate and wealth-transfer plans. Swipe to learn more.

Keeping these elements up to date can provide clarity and confidence in your overall plan. Call us to discuss your goals.

10/14/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/12/2026

October is here, and that means it is officially the season of fall festivities. Halloween, arguably one of the largest fall festivities, is right around the corner, and we have one very important question on our minds: Which traditional fall sweet treat is your go-to favorite?

🍎 Vote caramel apple

🥧 Vote pumpkin pie

Both are fall classics, both have their devoted fans, and both deserve a spot at the table. But which one gets your vote?

Drop your pick in the comments. We are curious to see which treat takes the win this month!

10/09/2026

October is home to some truly unforgettable moments in history that remind us how one bold idea can shift the course of everything that follows. Here are three we are celebrating this month:

🏰 October 1, 1971 - Walt Disney World opened its doors in Orlando, Florida, welcoming families to what would become one of the most recognized destinations on earth. Beyond the rides and the magic, it became a global symbol of American imagination and storytelling, continuing to draw millions of visitors every year.

📞 October 9, 1876 - Alexander Graham Bell and Thomas Watson completed the first long-distance, two-way telephone conversation over outdoor wires, connecting Boston to East Cambridge.

🎵 October 23, 2001 - Steve Jobs introduced the iPod with the now iconic slogan "1,000 songs in your pocket." This changed how we listen to music and laid the groundwork for the iPhone and the modern smartphone era we live in today.

These moments continue to inspire us to think bigger, dream bolder, and never underestimate the lasting impact of one great idea.

Which of these October milestones resonates with you the most? Drop a comment and let us know!

10/07/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

10/05/2026

Recent reports and surveys have found that a significant number of job seekers are spending six months or more looking for their next opportunity, with some searches lasting a year or longer.

While no one likes to think about losing a job, having a financial game plan in place can make a challenging situation much easier to navigate. Swipe through for a few steps to consider if you or someone you know experiences an unexpected job loss.

If you'd like to discuss emergency savings, retirement planning, cash flow strategies, or other ways to prepare financially for the unexpected, please don't hesitate to contact us. We’re always happy to help.

10/02/2026

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over time.
Now is a good time to evaluate how much of your net worth is tied to a single asset and consider whether adjustments may be appropriate. Reviewing potential tax implications and exploring gradual rebalancing or diversifying strategies can help create a more balanced approach.

Our team can help you assess your exposure and identify strategies that align with your long‑term goals. Connect with us to start the conversation.

Address

7035 Campus Drive Suite 807
Colorado Springs, CO
80920

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.swanwealthmanagement.com/

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