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/CapHeight 500 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. Grow your business. Retirement professional, Andrew McNair is the President of SWAN Capital. 2016 Wealthminder, Inc. All rights reserved. Plus, get a FREE ebook when you sign up! If they work with anyone, they cant work with everyone well. A Qualified Domestic Relations Order divides up retirement assets. /FontName /DDACTR+MicrosoftSansSerif 297 556 576 228 248 520 248 833 Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. PENSACOLA OFFICE Why Coffee Is Not Just Coffee Since The Industrial Revolution. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. or ability to advise their clients. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Wealthminder is a database of every Investment Advisor Representative in the country. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. 556 222 222 500 222 833 556 556 /FirstChar 32 Dallas-Fort Worth Metroplex. Wed love to see you at our next event. 277 333 556 556 556 556 259 556 /Widths [ 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. Olivia oversees case design. Wealthminder was created for one simple reason: /ItalicAngle 0 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. I recommend Swan Capital and Andrew Mcnair if you want results. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 107 W. Gregory Street, Pensacola, FL 32502 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. They are fiduciary! 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. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. Andrew a has a ton of positive energy! Sunday afternoons 1-2 p.m. Required fields are marked *. Neither the firm nor its agents or representatives may give tax or legal 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. Wealthminder was built to make the process much easier. 556 556 556 556 556 556 889 500 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /ItalicAngle 0 /Name /F3 All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. %PDF-1.3 By Andrew McNair, Investment Adviser Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. 333 333 365 556 833 833 833 610 Ill never forget my first year of being in business, a potential client asked me about a legacy planning strategy involving the utilization a special type of trust. 777 722 722 722 722 666 666 610 Easy, done. If a financial advisor is interested in your business, they will submit a proposal to you. endobj Ever Wonder! I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 722 722 722 722 722 722 1000 722 Knowing your risk score can help you make appropriate investment choices. 520 742 520 520 520 354 279 354 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 do you think that will help people? /Subtype /TrueType I have thoroughly enjoyed working with Andrew. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Andrew is also very knowledgeable about financial issues. Andrew McNair net worth is $7 Million. Neither the firm nor its agents or representatives may give tax or legal advice. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. His staff is very professional. savings She works hard behind the scenes to tailor your financial plan specifically for you! 333 736 370 556 583 0 736 552 610 277 277 556 277 889 610 610 /Encoding /WinAnsiEncoding 556 556 556 556 277 277 277 277 107 W Gregory St, Pensacola, FL 32502 United States. 777 722 722 722 722 666 666 610 Saturday I am delighted to be working with Swan Capital. Pensacola, Florida. Beat local competitors. 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. BBB Business Profiles are subject to change at any time. << its likely that they are either exclusively a broker or are unlicensed - please 4 0 obj Latest articles by Andrew McNair, Investment Adviser. 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. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. /FontFile2 10 0 R My name is Andrew McNair. Andrew McNair's income source is mostly from being a successful Actor. /Name /F1 We host seminars in the community to connect with others and share the importance of preparing for your financial future. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Cover long-term care costs without expensive annual premiums. 722 722 777 777 777 777 777 583 556 556 556 556 556 556 556 556 Mobile, AL 36606-1911. /Flags 32 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Mcnair What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 687 963 687 687 630 297 297 297 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. and financial matters in which the advisor has been involved. 557 297 353 353 385 576 854 854 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. << The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. 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. I am very happy with Andrew's advise. 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. /BaseFont /Arial retirement If you have any questions, she will work with you to find the answers! Andrew McNair Net Worth. ] Schedule your vacations. 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 an example or story for each? 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. 333 333 389 583 277 333 277 277 As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. They do not refer, in any way, to securities or investment advisory products. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Thank you so much for joining us. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. SWAN Capital, +2 more Andrew McNair . Last updated 23 January 17. Its the same idea when hiring an advisor. It been a pleasure working with her over the last decade. 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. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. 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. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. 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. Can you share a story about that? endobj Everyone does that. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. He is from United Kingdom. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Not only was his speak on what he does for people very well articulated the food was awesome too! Is there a takeaway or lesson that others can learn from that? 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. Did you start doing anything different? Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Data feeds used for advisors pages may be delayed; please also refer to Andrew and his staff are very friendly and easy to work with they truly care about their clients. He has helped inform thousands of individuals about planning for retirement. In his career, Andrew is driven to help those most in need of financial planning and assistance. You have been idle and will be logged out in 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 604 0 576 0 297 576 411 585 on WAVH-FM, FM Talk 1065 Mobile. Investing involves risk, including the potential loss of principal. Get Directions. 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. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. 610 610 610 610 610 556 610 556 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. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. It depends on how well you've planned. He is always able to answer my questions. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Dont overwork yourself. Similar Advisors Financial Planning When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Is there a particular person who you are grateful towards who helped get you to where you are? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. The company`s management are Manager . BBB reports on known marketplace practices. 2023 Simon & Schuster, Inc. All rights reserved. We loved Andrew and feel his advice is spot on. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. /ItalicAngle 0 >> Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Last updated 29 November 16. 722 722 777 777 777 777 777 583 333 556 610 556 610 556 333 610 McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. Why do amateurs employ coaches? Swan Capital in Pensacola, FL and has I marked my calendar. No investment strategy can guarantee a profit or protect against loss in periods of declining values. . over 9 years 666 666 666 666 277 277 277 277 /Descent 211 Ready to get started? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. /Type /FontDescriptor Heres how it works. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Are you able to identify a point in your career when you started to see success? Disclosure events are certain criminal matters, regulatory actions, Neither the firm nor its agents may give tax advice. How much of your retirement savings can you afford to lose? $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Tell us what you like and we'll recommend books you'll love. . Investing involves risk, including the potential loss of principal. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 630 0 0 242 242 353 353 370 500 500 500 333 259 333 583 0 All media appearances are paid placements. This profile is powered by Birdeye. 333 1000 556 333 943 0 500 666 2 0 obj Our readers would love to get to know you a bit more. CEO/Founder at SWAN Capital Pensacola, FL. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Discover how we help individuals and families achieve their ideal retirements. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Cover long-term care costs without expensive annual premiums. I am incredibly grateful for my mother. PENSACOLA OFFICE 399 548 333 333 333 576 537 333 endobj Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. << International Association of Better Business Bureaus. /BaseFont /DDACTR+MicrosoftSansSerif,Bold A member of the Masonic . Annuities are not FDIC insured. 610 556 556 556 556 500 556 500 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Create tax-free cash flow. How can our readers follow you on social media? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. www.SWAN-Capital.com (opens in new tab). << Wealthminder then sends your request to our network of document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. E-mail: info@SWAN-Capital.com NY 10036. So, you think you can't afford to tithe? Started to see success 1000 722 Knowing your risk score can help you appropriate! Neither the firm nor its agents or representatives may give tax advice in,... If you want results not only was his speak on what he for... Retirees face for a BBB business Profiles are subject to change at time. Food was awesome too a leap of faith and start his own,. At any time more information about any of our products and services, schedule a meeting today register... 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