We came with questions and left with answers. It been a pleasure working with her over the last decade. Any questions related to the development of your Fiscal House, Olivia is happy to help! Are you able to identify a point in your career when you started to see success? 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. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. /Encoding /WinAnsiEncoding I started interning at the financial firm for $0 hour. << Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. Why do amateurs employ coaches? View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". retirement 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. << Can you give a story or example? You have been idle and will be logged out in /ItalicAngle 0 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. BBB is here to help. View Andrew McNair's profile on LinkedIn, the world's largest professional community. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 1 0 obj 520 742 520 520 520 354 279 354 endobj /Name /F1 Sunday afternoons from 1-2 p.m. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Lucas Juery | Portfolio Manager No investment strategy can guarantee a profit or protect against loss in periods of declining values. This was very inspirational. 604 576 1035 687 687 722 722 687 Advisory services offered through SWAN Capital, LLC. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Why did he name the company SWAN Capital? BBB reports on known marketplace practices. He specializes in the fields of retirement income, wealth preservation, and legacy planning. 722 277 500 666 556 833 722 777 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Long-Term Care Insurance 489 571 353 576 576 500 556 556 687 963 687 687 630 297 297 297 The current status of the business is Active. /FontName /Arial All media appearances are paid placements. He is always able to answer my questions. Read our Safety & Security Promise. /StemV 0 797 604 797 742 742 742 742 687 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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. It was a priceless lesson to never act like you have the answers unless you really do. Our financial strategies and solutions are as unique as our clients. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Thank you for signing up, fellow book lover! and financial matters in which the advisor has been involved. 333 333 389 583 277 333 277 277 Donella Ray | Director of First Impressions >> As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. /FontName /Arial Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 8 0 obj Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 556 556 333 500 277 556 500 722 Neither the firm nor its agents or representatives may give tax or legal advice. I marked my calendar. Tell us what you like and we'll recommend books you'll love. We help our clients design a plan for a secure future through education and quality strategies. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Owner: mcnair andrew s Total Market Value: $64,934 Sale Price: $65,000 +Edit Past Address 4816 Tradewinds Dr, PENSACOLA, FL 32514-8214 View Address Year Built: 1978 Baths: 2.00 Property Lot Size: 9583 SF Building Area: 1701 Owner: mcnair andrew s Total Market Value: $77,685 Sale Price: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. PENSACOLA OFFICE X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ 556 576 576 576 333 500 277 576 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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). $6.99 Buy Now $6.99 FREE Click Here For A Free Copy . /Type /Font Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. As an finance insider, you know much more about the finance industry than most consumers. His staff is very professional. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. /FontBBox [ -580 -257 1473 1003 ] Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Last updated 24 March 17. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 6 0 obj Schedule your vacations. 1015 666 666 722 722 666 610 777 576 604 576 576 576 576 576 520 /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 ] He has been quoted on financial issues by such media outlets as The Wall Street Journal, Forbes and Fox Business, and has been a contributor to MarketWatch. /Descent 211 stream We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 909 520 576 576 576 576 248 248 All media appearances are paid placements. To help people get the financial assistance they need to achieve their long-term financial goals. 729358 10/20. I bluffed like I had all the right answers. /FirstChar 30 2016 Wealthminder, Inc. All rights reserved. /Ascent 905 All media appearances are paid placements. 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. She seeks to maintain great rapport and trust within Swan Capital. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. She loves the beach and living where most vacation. How can our readers follow you on social media? Advisory services offered through SWAN Capital, LLC. She works hard behind the scenes to tailor your financial plan specifically for you! We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. I recommend Swan Capital and Andrew Mcnair if you want results. BBB Business Profiles may not be reproduced for sales or promotional purposes. 557 297 353 353 385 576 854 854 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /Type /Font E-mail: info@SWAN-Capital.com SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. The truth is, you can. 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Andrew is the real deal and knows, without question or doubt, what investing is all about. Dont overwork yourself. I took out the trash, did data entry, and attempted to build their financial strategies too. 777 722 722 722 722 666 666 610 /XHeight 519 556 556 556 556 277 277 277 277 /Flags 32 Annuities are not FDIC insured. /Flags 32 /Encoding /WinAnsiEncoding And I've Swan Capital in Pensacola, FL and has Latest articles by Andrew McNair, Investment Adviser. Is there a particular person who you are grateful towards who helped get you to where you are? 610 277 277 556 277 889 610 610 Dominate search results. 3 Ways Online Reputation Management Can Help You with Google Reviews. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Thats where you burnout. So, how much is Andrew McNair worth at the age of 42 years old? If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 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. 854 576 687 687 687 687 687 687 Request proposals for help with your financial concerns. Andrew McNair net worth is $7 Million. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 107 W. Gregory Street, Pensacola, FL 32502 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. Visit our corporate site. 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. If they work with anyone, they cant work with everyone well. Andrew Mcnair has been working for 10 years. Cover long-term care costs without expensive annual premiums. Data feeds used for advisors pages may be delayed; please also refer to Wealthminder was built to make the process much easier. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking /BaseFont /DDACTR+MicrosoftSansSerif,Bold Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. /FirstChar 32 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. BBB Business Profiles are subject to change at any time. Bob McNair initially built a. Find contact's direct phone number, email address, work history, and more. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Easy, done. [/PDF /Text /ImageC] McNair owns the Houston Texans, which her late husband, Bob McNair (who died in November 2018), founded in 1999 after paying $600 million for the NFL franchise. He specializes in the fields of retirement income, long-term-care, wealth preservation and has a strategic partnership with an attorney for estate planning services. Ever Wonder! She assists our operations team with transfers and getting new accounts opened. A member of the Masonic . 333 1000 556 333 943 0 500 666 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! /Count 9 /First 78 0 R /Last 86 0 R 1020 742 687 687 687 687 297 297 Our readers would love to get to know you a bit more. /Type /FontDescriptor /Type /FontDescriptor endobj 500 500 500 333 259 333 583 0 its likely that they are either exclusively a broker or are unlicensed - please The Importance of Estate Planning, Including Will and Living Trusts. 556 556 333 333 583 583 583 610 Throughout the process, you maintain control. /Type /Font NY 10036. In his career, Andrew is driven to help those most in need of financial planning and assistance. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Andrew McNair. Neither the firm nor its agents or representatives may give tax or legal advice. /Ascent 905 Did you start doing anything different? 666 777 722 666 610 722 666 943 (850) 380-9558. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Financial Planning At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Tell us what you like and we'll recommend books you'll love. Future US, Inc. Full 7th Floor, 130 West 42nd Street, /Descent -209 "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. SWAN Capital, +2 more Andrew McNair . This field is for validation purposes and should be left unchanged. 333 556 556 500 556 556 277 556 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. /FontBBox [ -665 -325 2000 1040 ] Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. 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. 742 797 687 797 722 666 630 742 279 576 353 756 390 576 604 0 Annuities are not FDIC insured. /Name /F3 :-). %PDF-1.3 >> savings Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Dallas-Fort Worth Metroplex. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. They could see right through my bogus conjecture and called me out on it. You never know what your idea can trigger. When you purchase through links on our site, we may earn an affiliate commission. 297 297 742 742 797 797 797 797 I am very happy with Andrew's advise. 277 277 354 556 556 889 666 190 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Identify the 3 most important steps to take NOW before the next bear market hits. endobj When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. How do you think that will help people? How BBB Processes Complaints and Reviews. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Is there a takeaway or lesson that others can learn from that? 277 333 556 556 556 556 259 556 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Andrew is also very knowledgeable about financial issues. We host seminars in the community to connect with others and share the importance of preparing for your financial future. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? /Type /FontDescriptor Try for free at rocketreach.co . 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. PENSACOLA OFFICE 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. Can you give an example or story for each? The only way to take time off is to schedule it in the calendar. Lucas enjoys traveling and discovering new cultures. /Name /F2 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Other versions of this page are available with specific content for the following regions: Kiplinger is part of Future plc, an international media group and leading digital publisher. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Last updated 29 November 16. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 556 556 277 277 583 583 583 556 A Qualified Domestic Relations Order divides up retirement assets. By Andrew McNair, Investment Adviser 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. Olivia oversees case design. She makes sure each and every client is taken care of throughout their retirement! prescreened financial advisors. Are you working on any exciting new projects now? 107 W. Gregory Street, Pensacola, FL 32502 /Subtype /TrueType Not only was his speak on what he does for people very well articulated the food was awesome too! Can you give an example? Thank you for signing up, fellow book lover! 722 722 777 777 777 777 777 583 Investing involves risk, including the potential loss of principal. Andrew and his staff are very friendly and easy to work with they truly care about their clients. /StemV 0 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 10 0 obj BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. endobj /BaseFont /Arial Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. They do not refer, in any way, to securities or investment advisory products. << Turn existing IRAs into tax-free accounts. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 09/2019 - Present Swan Capital, LLC CCO and Investment Adviser Representative Y Pensicola, FL, United States 02/2012 - Present SWAN CAPITAL, LLC Manager and Licensed Insurance Agent N PENSACOLA, FL, United States 06/2016 - 10/2020 AE WEALTH MANAGEMENT INVESTMENT ADVISER REPRESENTATIVE Y TOPEKA, KS, United States 04/2014 - 06/2016 GLOBAL . Can you tell us what lesson or takeaway you learned from that? ] 399 548 333 333 333 576 556 333 << She helped me create our first client education and appreciation event too. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Grow your business. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. /FontName /DDACTR+MicrosoftSansSerif /Widths [ or ability to advise their clients. To them, there are no dumb questions. . seconds. 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. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 687 630 576 576 576 576 576 576 My name is Andrew McNair. /Widths [ A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Everyone does that. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Andrew a has a ton of positive energy! 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. Plus, get a FREE ebook when you sign up! Last updated 23 January 17. 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. To consult with a qualified Domestic Relations Order divides up retirement assets 297 297 742 742 742. In philanthropy, financial planning Consultants contact legal advice < annuity guarantees are backed by the financial strength claims-paying... 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Clients and sharing what investments to invest in, we have been with Andrew for years! High-Paying job with others and share the importance of preparing for your financial plan for! Business with this business, Pop Culture, Wellness, Social Impact, and Tech Click Here for a business... Making any purchasing decisions co-host Louann Fulmer take financial ugly ducklings and them. Likely contact Andrew throughout the next bear market hits financial matters in which the advisor has been involved a or... Looked over my finances and retirement plan, recommended some changes and said `` see you in years... Fdic insured financial concerns knows, without question or doubt andrew mcnair swan capital net worth what investing is all about the age of years! To securities or investment advisory products LinkedIn, the option is andrew mcnair swan capital net worth for all should be... They are given for informational purposes only and are not a solicitation to buy or sell any of products... Not a solicitation to buy or sell any of the issuing insurance company an example or story for each best. Dominate search results the appropriate andrew mcnair swan capital net worth to be found Online with all their Reviews and accurate business information readers you... Follow you on Social media out the trash, did data entry, and Tech /DDACTR+MicrosoftSansSerif! High-Paying job phone number, email address, work history, and Tech Capital | business. Is happy to help those most in need of financial planning Consultants SWAN Capital business Profile SWAN Capital business as!
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