What are the 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

Swan Wealth Management-Dave Ramsey Smartvestor

Home
United States
Colorado Springs, CO
Swan Wealth Management-Dave Ramsey Smartvestor

Directions Website Contact the business

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.

10/16/2026

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.

09/30/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

09/28/2026

With summer behind us and routines back in full swing, fall brings a natural time to reflect on progress made and refocus on the progress ahead.

However, progress doesn’t always look the way we expect it to. Sometimes it’s fast and visible. Other times, it’s quiet and barely noticeable.

What matters most is that we keep moving, even when the pace feels slower than we would like. We don’t have to have it all figured out. We just have to keep going.

What is one area of your life where you are making steady progress right now? Share it in the comments. We would love to cheer you on.

09/25/2026

Before 2026 comes to a close, it is a good idea to take time to review the financial decisions and deadlines that could affect your taxes, retirement strategy, and long-term goals. A thoughtful year-end review may help you identify unfinished tasks, make timely adjustments, and enter 2027 with a clearer financial plan. Swipe to learn more.

We are here to help you evaluate your options, address important deadlines, and begin 2027 with greater clarity and confidence. Contact us to schedule a year-end financial review.

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/

Alerts

Be the first to know and let us send you an email when Swan Wealth Management-Dave Ramsey Smartvestor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Swan Wealth Management-Dave Ramsey Smartvestor:

Laurie's Bookkeeping & Tax Service
76 Widefield Boulevard

Want your business to be the top-listed accountant in Colorado Springs?