SWAN Financial Services Group

05/07/2026

Free Women-Only Dinner Event | May 13 | Englewood, FL

05/06/2026

🎙️ Join me and Frank every Saturday morning at 9 AM for Getting Real with Joy and Frank on News/Talk 1530 & 107.5 & 98.1 WENGRadio!

We talk about real life, real retirement, real struggles, and real solutions with honest, unfiltered guidance you can actually use. From protecting your money and planning for retirement to health, family, community, and the issues impacting everyday Americans… nothing is off limits.

This Saturday, we’re honored to welcome special guest Rob Kehs with SRQ Veterans, as we discuss how they’re making a powerful difference in our community and how we can all come together to support the men and women who sacrificed for our freedom. 🇺🇸

We’ll also be talking about the upcoming SRQ Veterans Memorial Parade and ways YOU can get involved, volunteer, donate, or simply show support.

📻 Saturdays at 9 AM
🎧 Getting Real with Joy and Frank
🇺🇸 Special Guest: Rob Kehs – SRQ Veterans

Because sometimes the most important conversations are the real ones. ❤️

04/14/2026

How proposed Roth IRA rollover changes could reshape retirement planning.

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar accounts under legislation recently introduced in the House of Representatives by two of its members. These other accounts types could include 403(b)s and 457(b)s. If signed i...

09/05/2025

Join me and my team Lakewood Ranch Cinemas as we host this one night only event on September-18th at 6:3o pm

Brand-New Retirement Film

08/21/2025

🚨 Ladies! Tomorrow 9am — Retire with Joy on WENG radio 107.5. You do NOT want to miss,
“Women, wealth ,worth & peace of mind”
The episode every woman needs. Retire with Joy. Be there.”

https://www.wengradio.com/

07/01/2025

https://www.facebook.com/share/1Bqbp1P2HK/?mibextid=wwXIfr

Spend it All, Every Dime, Every Month, and Never Run Out In Retirement.

09/21/2024

Do you have a mortgage?
I can show you how to pay it off in 5-7 years without paying more. Put 100,000 plus back into your pocket and not the banks! Dm or comment to see if you qualify!

08/30/2024

08/13/2024

Are you afraid of needles or your concerned what may pop up on a medical exam?
No More worries you can protect your loved ones up to 2 million dollars instantly. schedule appointment, answer a few questions and be insured as soon as tonight! click link below.

swanfinancialservices.setmore.com/beta

08/02/2024

Congratulations to our newest Licensed Financial services agent! AKA my daughter. We are so excited to have her on our team. Welcome Sami !