Craig Swan Email & Phone Number

Fairfield, Ia, Us

OUR WEALTH MANAGEMENT PHILOSOPHY- DESIGN- We strive to offer a more personalized process and that is why we created our 360 process to help us understand what is important to you. Our process is designed around your values and goals first and foremost.BUILD- Just like you want to find a bargain when you go shopping, our portfolios are built with a value driven approach to help us find under priced investments for our clients. They reflect the right balance of risk and potential reward for each investor’s chosen level of risk and time horizon. Furthermore, we believe that historical, analytical, and academic research are critical to building a sound, prudent portfolio. If their is no research to support it, then we will not invest in it! PROTECT- At Swan Wealth Management, we use several strategies to protect your accounts.a) Rebalancing- This is an important step that many people neglect when they try to manage their own investments. Re-balancing supports the philosophy of "buy low and sell high."b) Educate- We send out educational articles and are always here to answer questions so our clients can make wise choices.c) Diversification- Just like a baseball team has different players with many different skills that are designed to compliment the entire team to find the winning formula. Your portfolio will hold different area's of the market that will perform differently during various market cycle. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Swan Wealth Management, are not affiliated

High Plains Helping Hands, Inc. exists to feed the poor in Falcon, Colorado and to the north and east. We accomplish this by providing hope through presenting the Gospel of Jesus Christ, through food distribution, and through resources and educational opportunities for those in need. We desire an environment of unconditional acceptance & peace where all can be empowered and equipped to allow God the opportunity to better their circumstances.

I assisted in serving Dave Ramsey referral clients with Wealth Management and Financial Planning. I helped create financial and retirement plans to keep them on track to their financial goals. I was an Independent Financial Planner through one of the larger investment firms and was able to use Mutual Funds, ETF's, Annuities, Life Insurance and various investment strategies to help accomplish the clients goals.

I worked in a variety of roles from back office, customer service to Jr. Broker when I first joined the industry. I worked in Fortune 500 Corporations and local companies in the Colorado area.I assisted in Retirement Planning by using Mutual Funds, ETF's, Annuities, Life Insurance and various investment strategies in helping create Financial Plans.I enjoyed seeing the different angles of our industry and I later used this experience to serve my clients in excellence in running Swan Wealth Management.

Bachelor Of Science In Financial Analysis, Finance

Education record