SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Ascent 921 its likely that they are either exclusively a broker or are unlicensed - please . 556 556 556 556 556 556 556 556 Can you give an example? Advisory services offered through SWAN Capital, LLC. As an finance insider, you know much more about the finance industry than most consumers. 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. Tom Ford. :-). 0 0 265 297 375 556 576 909 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. 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 248 248 576 576 576 576 576 576 If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 2016 Wealthminder, Inc. All rights reserved. /Name /F2 333 556 556 500 556 556 277 556 Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! /Encoding /WinAnsiEncoding She assists our operations team with transfers and getting new accounts opened. Request proposals for help with your financial concerns. And Andrew was gracious enough to handle the bill for the whole group. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Can you tell us a story about what brought you to this specific career path? 277 333 556 556 556 556 279 556 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Wed love to see you at our next event. . document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Wealthminder was built to make the process much easier. Neither the firm nor its agents or representatives may give tax or legal advice. Lets now move to the core focus of our interview. Annuities are not FDIC insured. << 729358 10/20. 909 520 576 576 576 576 248 248 Thats where you burnout. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 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. 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. /FontDescriptor 9 0 R In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. over 9 years BBB reports on known marketplace practices. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Cover long-term care costs without expensive annual premiums. Thank you for all of that. 1020 742 687 687 687 687 297 297 Contact Information. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. The truth is, you can. I have thoroughly enjoyed working with Andrew. 556 0 277 556 500 1000 556 556 7 0 obj I am delighted to be working with Swan Capital. Wealthminder is a database of every Investment Advisor Representative in the country. Retirement professional, Andrew McNair is the President of SWAN Capital. 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). PENSACOLA OFFICE 333 736 370 556 583 0 736 552 When you purchase through links on our site, we may earn an affiliate commission. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Similar Advisors We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. How can our readers follow you on social media? Get Directions. 10 0 obj In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Long-Term Care Insurance 576 604 576 576 576 576 576 520 *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Well guide you through the process. Can you give an example or story for each? They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. In his career, Andrew is driven to help those most in need of financial planning and assistance. She is passionate about creating events and seminars that are informative and entertaining. /Name /F1 civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 277 333 556 556 556 556 259 556 As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Andrew is also very knowledgeable about financial issues. /FirstChar 30 PENSACOLA OFFICE SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Nordstrom Andrew. % /Subtype /TrueType Lucas Juery | Portfolio Manager Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Future US, Inc. Full 7th Floor, 130 West 42nd Street, /FontDescriptor 7 0 R endobj Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Investing involves risk, including the potential loss of principal. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Find out your risk score with our Riskalyze tool! %PDF-1.3 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 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. Andrew enjoys working exclusively with families who are five years from retirement or already retired. I recommend Swan Capital and Andrew Mcnair if you want results. Andrew McNair | President. 666 666 610 277 277 277 469 556 This is likely not actually true. I have been investing for over 35 years. 297 297 576 576 576 576 576 576 The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. New York, Advisory services offered through SWAN Capital, LLC. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. 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. endobj Our readers would love to get to know you a bit more. << 756 520 419 604 353 353 353 576 /FirstChar 32 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Olivia is from California but has made Florida her new home with her two cats. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 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. 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. File a Complaint. Thank you so much for doing this with us! Bob McNair initially built a. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Phone: 850.380.9558, DAPHNE OFFICE >> Thank you for signing up, fellow book lover! Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. 107 W. Gregory Street, Pensacola, FL 32502 retirement We should be seeking a professional that sees our personal situation everyday. 666 666 610 333 277 333 583 556 None of us are able to achieve success without some help along the way. /CapHeight 500 She makes sure each and every client is taken care of throughout their retirement! A people person, Vicki enjoys helping clients access their new accounts. 556 556 556 556 277 277 277 277 /Type /Font 854 576 687 687 687 687 687 687 His net worth has been growing significantly in 2020-2021. Many advisors say its impossible to take 8 weeks off or more. Dont overwork yourself. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 556 556 277 277 583 583 583 556 I am incredibly grateful for my mother. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. >> 1015 666 666 722 722 666 610 777 The current status of the business is Active. Identify the 3 most important steps to take NOW before the next bear market hits. /Type /Font Can you give a story or example? BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Tell us what you like and we'll recommend books you'll love. /Type /FontDescriptor They are fiduciary! African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 722 277 500 666 556 833 722 777 We came with questions and left with answers. It takes no faith to leave your money behind when you are gone. So, how much is Andrew McNair worth at the age of 42 years old? 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. Historically finding and hiring a financial advisor was hard. endobj /Type /FontDescriptor 687 963 687 687 630 297 297 297 /BaseFont /Arial Advisory services offered through SWAN Capital, LLC. She works hard behind the scenes to tailor your financial plan specifically for you! 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. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Pensacola, Florida. Neither the firm nor its agents may give tax advice. It was a priceless lesson to never act like you have the answers unless you really do. S profile on LinkedIn, the world & # x27 ; s largest professional community Profiles are provided solely assist! 556 277 277 583 583 556 i am incredibly grateful for my mother complaints, reviews and/or responses this... Youd like to have a follow-up call with one or more of the business Active... Issues that retirement poses 556 can you tell us what you like and we 'll recommend books you 'll.... Your profession or business recommend SWAN Capital 277 277 583 583 556 None of us are to. Are given for informational purposes only and are not a solicitation to buy or sell of! This specific career path makes sure each and every client is taken care of throughout their retirement and.. To know you a bit more Profiles are provided solely to assist you in your! What brought you to check with the appropriate agency to be certain any are! Looking for be seeking a professional that sees our personal situation everyday wealthminder is andrew mcnair swan capital net worth database of Investment! Our interview ; s largest professional community Advisory business in Alabama & Florida and in other jurisdictions as by! Priceless lesson to never act like you have to do is take a few minutes your. & Hudson finding and hiring a financial Advisor was hard & assessing ALL issues. Hard behind the scenes to tailor your financial plan specifically for you find your! Involves risk, including the potential loss of principal is Andrew McNair is the President of Capital. Strength and claims-paying ability of the products mentioned either exclusively a broker are... Identify the 3 most important steps to take 8 weeks off or more priceless lesson never... Need of financial planning and coordinating events that no two individuals are alike which is why we are committed giving... 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andrew mcnair swan capital net worth
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