Finding the right financial planner is your key to financial freedom.

Phone: 719-597-2179

Email: info@sffinancialservices.com

Website: www.sffinancialservices.com

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Neither Mark Troyer nor Troyer Retirement are 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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Insurance products are offered through the insurance business Troyer Retirement. Troyer Retirement is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Troyer Retirement are not subject to Investment Advisor requirements. Troyer Retirement and IPW are not affiliated companies. 3296400 - 12/23

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Insurance and annuities offered through Mark D. Troyer, IN Insurance License #2971650.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not:  Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

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Without a plan, your assets may not be protected!

At this online workshop, we will discuss...

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How to avoid the expensive probate process

How some couples can legally be exempt from federal estate taxes

How to protect your life savings and home from the costs of a nursing home

The latest Long Term Care options (and how to get it without breaking the bank!)

...And MUCH more!

Wills vs trusts - What's the difference?

Thursday, February 15th @ 6:30 PM EST

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.

BARBARA SWIATEK

ABOUT YOUR HOST

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.

How has the recent pandemic impacted the market? (and can you avoid more losses?)

About Your Host:

YOU'RE INVITED REGISTER HERE

This is one of the most powerful programs we have ever built!

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.

Wednesday, January 11th @ 7:00 PM MST

Get To Know The Right Advisor

Mark Troyer has worked side-by-side with thousands of individuals and families in the tri-state area of Indiana, Ohio, and Michigan over the past 20+ years. Mark has a true passion for helping others prepare for retirement. He believes in a retirement planning experience that empowers people to take control of their lives while cultivating relationships anchored in honesty, integrity, and ethics.

Mark Troyer

Mark takes pride in being an independent financial professional. He founded Troyer Retirement with the goal to help every retiree have a great retirement income, reduce taxes, and enjoy their retirement years sooner rather than later. "We want our clients to win; we want them to have the lives they've always dreamt of in retirement. Doing what we do allows them to give back. That's why we love doing what we do."

Mark's strong faith fuels his work ethic and dedication to his clients. When not meeting with clients or out on the community leading retirement workshops, you can find Mark spending quality time with his family. They love shooting hoops. hiking out west, and eating great meals together.

As Seen And Heard On:

Phone: 260-247-9099

Email: retire@troyerretirement.com

Website: 
www.troyerretirement.com

If any of these apply to you - maybe it's time to breakup with your Advisor:

Join us for an exclusive online event tailored for residents ready to secure their financial future in Retirement! Don't miss this opportunity!

7 Signs You're Dating The Wrong Advisor

**This is an online event.  Just click the button above to register, join from a link in an email 15 minutes prior to the event and enjoy the presentation from the comfort of your home!

They never call, text or email you

You are unhappy

They don't get to know you

If any of these apply to you - maybe it's time to breakup with your Advisor:

How has the recent pandemic impacted the market? (and can you avoid more losses?)

Are you unsure about your financial advisor's fit for your goals? Join us as we explore crucial signs that might indicate you're dating the wrong financial advisor.

You have different life goals 

Something feels off