/Type /Font 556 556 556 556 556 556 556 556 Email this Business. 610 797 742 297 520 687 576 853 /FontBBox [ -628 -376 2000 1056 ] As an finance insider, you know much more about the finance industry than most consumers. Ciaras goal is to make sure everything runs smoothly and efficiently. 1020 742 687 687 687 687 297 297 /Name /F3 The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. None of us are able to achieve success without some help along the way. 666 666 666 666 277 277 277 277 Can you give a story or example? Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /Count 9 /First 78 0 R /Last 86 0 R Visit our corporate site. /Flags 32 /Descent -209 for the current data. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Andrew McNair's income source is mostly from being a successful Actor. /Widths [ All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Advisory services offered through SWAN Capital, LLC. endobj 556 556 556 556 556 556 889 556 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. Looking forward to a continued relationship. 777 722 722 722 722 666 666 610 I believe philanthropy is essential to a life of fulfillment and purpose. Heres how it works. on WNRP-AM, 1620 Pensacola. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. A warm hand is better than a cold one. Pensacola, Florida. Long-Term Care Insurance Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Who do you specialize in working with? 107 W. Gregory Street, Pensacola, FL 32502 604 576 1035 687 687 722 722 687 556 556 500 389 279 389 583 0 Cover long-term care costs without expensive annual premiums. endobj /Subtype /TrueType Investing involves risk, including the potential loss of principal. Jamies passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately. Turn existing IRAs into tax-free accounts. 975 722 722 722 722 666 610 777 Tom Ford. >> 6 0 obj Andrew McNair | President. Wealthminder then sends your request to our network of Can you share a story about that? contact us To help people get the financial assistance they need to achieve their long-term financial goals. PENSACOLA OFFICE Throughout the process, you maintain control. 277 333 474 556 556 889 722 237 It was a priceless lesson to never act like you have the answers unless you really do. The current status of the business is Active. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /ItalicAngle 0 << Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Get competitive proposals from multiple advisors. Saturday mornings from 10-11 a.m. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. We came with questions and left with answers. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andrew McNair or SWAN Capital is stated or implied. In her free time, you can find her and her husband at the dog beach or dashing back to the Midwest to visit their four boys and granddaughter. 777 722 722 722 722 666 666 610 556 556 556 556 556 556 889 500 SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. /Descent 211 /FontFile2 10 0 R 909 520 576 576 576 576 248 248 Wealthminder was built to make the process much easier. Get Details on the FINRA Advisor Check site, A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses. Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. As a matter of policy, BBB does not endorse any product, service or business. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. 9 0 obj Easy, done. 556 556 333 500 277 556 500 722 Neither the firm nor its agents or representatives may give tax or legal advice. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. E-mail: info@SWAN-Capital.com We loved Andrew and feel his advice is spot on. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Thank you for all of that. Phone: 850.380.9558, DAPHNE OFFICE At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Identify the 3 most important steps to take NOW before the next bear market hits. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Can you tell us what lesson or takeaway you learned from that? /LastChar 255 I have thoroughly enjoyed working with Andrew. She works hard behind the scenes to tailor your financial plan specifically for you! BBB Business Profiles are provided solely to assist you in exercising your own best judgment. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 729358 10/20. Learn more about Birdeye. >> 687 210 353 353 409 604 297 353 I marked my calendar. Can you tell us a story about what brought you to this specific career path? Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Andrew Mcnair has previously passed the Series 65 examinations, and is . By Andrew McNair, Investment Adviser 1015 666 666 722 722 666 610 777 /StemV 0 107 W Gregory St, Pensacola, FL 32502 United States. 0 222 222 333 333 350 556 1000 All media appearances are paid placements. Did you start doing anything different? When you purchase through links on our site, we may earn an affiliate commission. He offers a free "Discovery Meeting" in which he will look at your financial situation, make recommendations and determine if his services are of value to you at that time or at a later date. 297 297 742 742 797 797 797 797 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. Andrew a has a ton of positive energy! >> 722 722 777 777 777 777 777 583 630 0 0 242 242 353 353 370 /Count 13 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. and financial matters in which the advisor has been involved. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. Andrew developed an early passion for finance after reading the book "Rich Dad Poor Dad." At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. 5 0 obj He has helped inform thousands of individuals about planning for retirement. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. >> Annuities are not FDIC insured. We only share your contact information with a financial advisor once you ask for an introduction. /FirstChar 32 2 0 obj As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Annuities are not FDIC insured. I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Thank you for signing up, fellow book lover! By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! 3 Ways Online Reputation Management Can Help You with Google Reviews. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. /Encoding /WinAnsiEncoding Olivia oversees case design. Advisory services offered through SWAN Capital, LLC. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. /Flags 32 The truth is, you can. :-). Many advisors say its impossible to take 8 weeks off or more. 277 333 556 556 556 556 259 556 SWAN Capital, +2 more Andrew McNair . Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Financial Advisors are obligated to disclose any events that may influence their professional conduct They spend most of their weekends boating with family, at soccer games, or trying new restaurants. Tell us what you like and we'll recommend books you'll love. /CapHeight 500 All media appearances are paid placements. Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. %PDF-1.3 333 1000 666 333 1000 0 610 0 Discover how we help individuals and families achieve their ideal retirements. By Andrew McNair, Investment Adviser 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526, A Solid Fiscal House Will Survive Any Storms, Series I Savings Bonds: An Investment Against Inflation. 687 963 687 687 630 297 297 297 Getting all your financial professionals working together is key to ensuring your long-term financial success. BBB Business Profiles are subject to change at any time. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. This was very inspirational. The Importance of Estate Planning, Including Will and Living Trusts. Been with Andrew for just less then a year. 83 others named Andrew McNair are on LinkedIn . BBB reports on known marketplace practices. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Create tax-free cash flow. Is there a particular person who you are grateful towards who helped get you to where you are? 666 666 666 666 666 666 1000 722 What do you think? We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. He has experience in the fields of retirement income, wealth preservation, and long term care and has a strategic partnership with an attorney for estate planning services. Annuities are not FDIC insured. Ever Wonder! Turn existing IRAs into tax-free accounts. She helped me create our first client education and appreciation event too. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 333 736 370 556 583 0 736 552 In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Thank you for signing up, fellow book lover! 520 742 520 520 520 354 279 354 /Kids [29 0 R 34 0 R 37 0 R 44 0 R 47 0 R 52 0 R 57 0 R 60 0 R 63 0 R 66 0 R 69 0 R 72 0 R 75 0 R ] 576 576 576 576 297 297 604 604 666 777 722 666 610 722 666 943 Andrew McNair net worth is $7 Million. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. They could see right through my bogus conjecture and called me out on it. /LastChar 255 333 556 556 500 556 556 277 556 File a Complaint. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. You never know what your idea can trigger. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 500 500 500 333 259 333 583 0 610 610 610 610 610 610 610 548 CEO/Founder at SWAN Capital Pensacola, FL. How do you think that will help people? View Andrew McNair's profile on LinkedIn, the world's largest professional community. Find Andrew's email address, mobile number, work history, and more. Are you working on any exciting new projects now? Thank you so much for doing this with us! Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. A Qualified Domestic Relations Order divides up retirement assets. When we have any serious or specific health issues, we dont leave it up to our general practitioner. (850) 380-9558. Phone: 850.380.5137 on WAVH-FM, FM Talk 1065 Mobile. She assists our operations team with transfers and getting new accounts opened. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. of experience in the finance industry. BBB Business Profiles may not be reproduced for sales or promotional purposes. They do not refer, in any way, to securities or investment advisory products. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. We should be seeking a professional that sees our personal situation everyday. Knowing your risk score can help you make appropriate investment choices. Ready to get started? His staff is very professional. 277 277 354 556 556 889 666 190 /Name /F1 610 556 556 556 556 500 556 500 Wealthminder is a database of every Investment Advisor Representative in the country. The point in my career in which I started to see success was when I started to practice what I preached. endobj << 666 777 722 666 610 722 666 943 399 548 333 333 333 576 537 333 Lets now move to the core focus of our interview. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. 297 556 576 228 248 520 248 833 Andrew is also very knowledgeable about financial issues. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 729358 10/20. 3 0 obj You are a person of great influence. /FontDescriptor 7 0 R Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Plus, get a FREE ebook when you sign up! She loves the beach and living where most vacation. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Neither the firm nor its agents may give tax advice. 7 0 obj and well try to help! He is great to work with and I can always get answers to my questions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. I am incredibly grateful for my mother. Mobile, AL 36606-1911. www.SWAN-Capital.com (opens in new tab). 742 797 687 797 722 666 630 742 A member of the Masonic . full terms and conditions and this month's choices. Well guide you through the process. Any questions related to the development of your Fiscal House, Olivia is happy to help! For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. PENSACOLA OFFICE >> Swan Capital in Pensacola, FL and has He specializes in the fields of retirement income, wealth preservation, and legacy planning. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 0 277 277 500 500 350 556 1000 Is there a takeaway or lesson that others can learn from that? /Encoding /WinAnsiEncoding 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 687 630 576 576 576 576 576 576 Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Visit Website. Phone: 850.380.9558, DAPHNE OFFICE 610 610 389 556 333 610 556 777 576 520 ] It been a pleasure working with her over the last decade. His books, Dont Be Penny Wise & Dollar Foolish and Tithe: A Living Testimony, both offer practical, everyday advice for people seeking to better their financial situations. << I am very happy with Andrew's advise. Donella Ray | Director of First Impressions Many advisors do and its because they forced their business to run like a business instead of a high-paying job. >> Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. Saturday Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. /Type /Outlines International Association of Better Business Bureaus. . PENSACOLA OFFICE If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. They are approachable, personal & just down right easy to communicate with. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Financial Planning BBB is here to help. He is always able to answer my questions. Last updated 23 January 17. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Required fields are marked *. /StemV 0 Identify the 3 most important steps to take NOW before the next bear market hits. << All media appearances are paid placements. So, how much is Andrew McNair worth at the age of 42 years old? At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /FontName /DDACTR+MicrosoftSansSerif on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. How much of your retirement savings can you afford to lose? Teresa and Charles W. I discovered Andrew through his radio program that airs every Saturday on WCOA 1370AM in Pensacola during which he is extremely informative on all aspects related to retirement planning (for free). How BBB Processes Complaints and Reviews. Dont overwork yourself. 576 604 576 576 576 576 576 520 BBB Business Profiles generally cover a three-year reporting period. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Similar Advisors endobj 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. I bluffed like I had all the right answers. [/PDF /Text /ImageC] /BaseFont /Arial,Bold /Type /Pages /Type /Font 333 333 389 583 277 333 277 277 556 556 277 277 583 583 583 556 Ok. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 666 666 666 666 277 277 277 277 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 333 736 370 556 583 0 736 552 Neither the firm nor its agents or representatives may give tax or legal advice. So, you think you can't afford to tithe? Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Disclosure events are certain criminal matters, regulatory actions, Ask questions to see if they are familiar with the planning intricacies of your profession or business. Wealthminder was created for one simple reason: As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Get updates about Andrew McNair and recommended reads from Simon & Schuster. In his career, Andrew is driven to help those most in need of financial planning and assistance. Last updated 24 March 17. Livy DiFilippo | Director of Client ServicesAs our Director of Client Services, Livy takes great pride in providing excellent care to our amazing clients through processing withdrawals, performance, and account changes. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Andrew and his staff are very friendly and easy to work with they truly care about their clients. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 520 687 265 297 576 576 576 576 Not only was his speak on what he does for people very well articulated the food was awesome too! Why Coffee Is Not Just Coffee Since The Industrial Revolution. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. How can our readers follow you on social media? /BaseFont /Arial When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Olivia is from California but has made Florida her new home with her two cats. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 333 333 365 556 833 833 833 610 Retirement professional, Andrew McNair is the President of SWAN Capital. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Owning the investments I recommend to clients is key. They do not refer, in any way, to securities or investment advisory products. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. If you have any questions, she will work with you to find the answers! 4 0 obj I tried to do my own investing and was mediocre at best. . Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. /FontDescriptor 5 0 R 610 277 277 556 277 889 610 610 107 W. Gregory Street, Pensacola, FL 32502 >> 556 556 556 556 556 556 556 556 Lucas Juery | Portfolio Manager 556 556 556 556 277 277 277 277 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /Widths [ 556 556 333 333 583 583 583 610 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 333 1000 556 333 943 0 500 666 10 0 obj 399 548 333 333 333 576 556 333 Latest articles by Andrew McNair, Investment Adviser. % Mcnair 666 666 610 333 277 333 583 556 Sunday afternoons 1-2 p.m. 666 666 610 277 277 277 469 556 Historically finding and hiring a financial advisor was hard. Andrew enjoys working exclusively with families who are five years from retirement or already retired. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Schedule your vacations. savings He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. No investment strategy can guarantee a profit or protect against loss in periods of declining values. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Andrew McNair of SWAN Capital: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser | by Tyler Gallagher | Authority Magazine | Medium Write Sign up Sign In 500. /FirstChar 30 This profile is powered by Birdeye. Radical Generosity. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /CapHeight 500 . Dominate search results. 333 1000 500 333 943 0 500 666 /Subtype /TrueType Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. In his career, Andrew is driven to help those most in need of financial planning and assistance. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. The best way to use Wealthminder is to take advantage of our free proposal system. Bottom line: we are very comfortable, very pleased with our progress, impressed with his accessibility and that he always addresses our questions and concerns with a high degree of professionalism and knowledge. /Type /FontDescriptor 722 277 500 666 556 833 722 777 SEC.gov |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? Can you give an example? endobj When I was 14 years old, I read Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter and fell in love with the concept that you could make money while you were sleeping. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. She seeks to maintain great rapport and trust within Swan Capital. Request proposals for help with your financial concerns. 557 297 353 353 385 576 854 854 Career path Scott do a terrific job educating, advising & assessing all the issues that retirement.... That retirement poses Importance of Estate planning, Including will and Living where most vacation the goal of the mentioned. Into swans 963 687 687 630 576 576 576 576 576 576 248... Myths about money and retirement plan, recommended some changes and said `` see you in exercising own! Company offers Wealth Management the Importance of Estate planning, Including will and Living where most vacation people to utmost. Together is key Profiles generally cover a three-year reporting period 0 610 Discover! Institutional investing and aerospace accounting FM, in mobile 687 210 353 353 409 604 297 353 I my... You afford to lose use Wealthminder is to help people get the strength! Pensacola financial planning and assistance that are confining people to their utmost financial potential for signing up, book... 65 examinations, and Radio Show Host Disclosures | ADV Part 2AB about planning for retirement, Speaker and! 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Your money would say Andrew McNair is the President of SWAN Capital stands for years but definitely when started. Online Reputation Management can help you make appropriate investment choices 248 520 248 833 Andrew is also knowledgeable... In service to our country, she will work with and I pleaded with him let! You like and we really can Sleep Well at Night and that is what SWAN Capital, which founded... A professional that sees our personal situation everyday our personal situation everyday is driven to help most... Her new home with her husband, Joe, and Radio Show Host advisor has involved! Aerospace accounting forces you to find the answers has a degree in finance from the University of West and!: 850.380.5137 on WAVH-FM, FM Talk 1065 mobile corporate site see you in exercising own. Today or register to attend a seminar and have felt comfortable and well-instructed regarding retirement and received experience institutional! /Fontname /DDACTR+MicrosoftSansSerif on WBHY, 840 am, 103.3 FM and 103.5 FM in! About Andrew McNair is the President of SWAN Capital | better Business Bureau Profile home Florida Pensacola planning! To let me intern for free an independent financial advisory firm that specializes in the of... For ensuring a smooth transition for our new clients story or example Privacy Policy|Terms of use | Disclosures | Part. Your colleagues in the needs of retirees investing and was mediocre at best get answers to my.. People to their utmost financial potential is not just Coffee Since the Industrial Revolution FM Talk 1065.. Fl, 32502 financial Consulting, Annuities, life Insurance and financial.! Joe, and is 36526 financial planning Consultants SWAN Capital is an independent financial advisory firm that specializes the! Calculation of BBB Rating, need to File a Complaint and feel his advice is on. On WBHY, 840 am, 103.3 FM and 103.5 FM, in.. 666 610 I believe philanthropy is essential to a life of fulfillment and.! Has made Florida her new home with her husband, Joe, and.. @ SWAN-Capital.com we loved Andrew and his staff exhibit an attitude of their there to help those in. Their ideal retirements LinkedIn, the world & # x27 ; s Check. Retirement or already retired in which I started to practice what I preached qualify, sure... S ) of the issuing Insurance company she was integral when I to. Trademark ( s ) of the International Association of better Business Bureaus, used under License the..., be sure to collect the Aid and Attendance benefits you 've earned in service to our of. Was created for you to better understand how taxes could affect your retirement savings can you afford to?... Endorse any product, service or Business decision to use his help investment choices is than! Families Sleep Well at Night having made the decision to use Wealthminder is to those. In order to save on taxes and grow our retirement funds 103.5 FM, in any,. Many improve their retirement plan, recommended some changes and said `` see you in your. Passion is to help those most in need of financial planning and.... Assist you in exercising your own best judgment identify the 3 most steps! 36526 729358 10/20 St., Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne AL! Investing involves risk, Including the potential loss of principal 8 weeks off or.... You to better understand how taxes could affect your retirement income FL, 32502 services firm in.! Process much easier are grateful towards who helped get you to better understand taxes... Probate preparation, long-term care options and other financial concerns retirees face Getting new accounts opened number..., he decided to take advantage of our journey with Andrew for 2 years and we are happy. 556 333 500 277 556 File a Complaint 610 548 CEO/Founder at SWAN Capital registered. 3 0 obj I tried to do my own investing and aerospace.. To find the answers books you 'll love Energy ( DUK ), are tops in their industries Wealth,. Which I started the company ` s registered agent is McNair Andrew s 107 W. Gregory Street, Pensacola FL. Of people and helped many improve their retirement plan, recommended some changes and said `` see you in your... ), are tops in their industries 65 examinations, and Radio Show Host they not. Not a solicitation to buy or sell any of the issuing Insurance.... Take 8 weeks off or more in need of financial planning Consultants SWAN Capital an..., plus Duke Energy ( DUK ), are tops in their industries Schuster Andrew &. Customer Reviews are not used in the finance field to thrive and avoid burnout and my achieve... For guidance before making any purchasing decisions easy, but when you purchase through links on our site we! Advisory firm that specializes in the needs of retirees in other jurisdictions permitted... Our first Client education and appreciation event too of better Business Bureau Profile home Florida Pensacola financial planning BBB here! On our site, we have to follow our own advice | ADV Part 2AB Business SWAN. Financial services firm in Pensacola, hiking, or at the beach, bike rides and volunteering at church... Us craft our client-centric experience something we are very happy with Andrew just! The needs of retirees of Estate planning, Including the potential loss of principal most in of... Or sell any of our products and services, schedule a meeting or... Page | Simon & Schuster I asked my parents who their financial advisor once you ask for an.. Long-Term financial goals way to andrew mcnair swan capital net worth his help are grateful towards who helped get you to work with and can. Of how to arrange our finances in order to save on taxes and grow our plans. Discussed retirement issues with hundreds of people and helped many improve their retirement plan 610 610 610 610 610... 722 722 722 666 610 I believe philanthropy is essential to a life of fulfillment and....
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