/BaseFont /Arial,Bold 0 277 277 500 500 350 556 1000 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 recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 666 666 666 666 277 277 277 277 Phone: 850.380.9558, DAPHNE OFFICE We should be seeking a professional that sees our personal situation everyday. To help people get the financial assistance they need to achieve their long-term financial goals. 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. They do not refer, in any way, to securities or investment advisory products. /BaseFont /Arial Andrew and his staff are very friendly and easy to work with they truly care about their clients. 333 1000 500 333 943 0 500 666 endobj . Our financial strategies and solutions are as unique as our clients. Thank you for signing up, fellow book lover! He specializes in the fields of retirement income, wealth preservation, and legacy planning. Can you give an example or story for each? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. endobj NY 10036. Schedule your vacations. I bluffed like I had all the right answers. It depends on how well you've planned. Wealthminder was built to make the process much easier. /StemV 0 /FirstChar 30 277 333 556 556 556 556 279 556 0 222 222 333 333 350 556 1000 107 W Gregory St, Pensacola, FL 32502 United States. I have thoroughly enjoyed working with Andrew. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Phone: 850.380.5137 /LastChar 255 It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. I marked my calendar. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 107 W. Gregory Street, Pensacola, FL 32502 SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 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 delighted to be working with Swan Capital. 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. /Ascent 921 Many advisors say its impossible to take 8 weeks off or more. She assists our operations team with transfers and getting new accounts opened. Dont overwork yourself. Advisory services offered through SWAN Capital, LLC. 107 W. Gregory Street, Pensacola, FL 32502 When we have any serious or specific health issues, we dont leave it up to our general practitioner. And Andrew was gracious enough to handle the bill for the whole group. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Turn existing IRAs into tax-free accounts. >> BBB is here to help. on WCOA-AM, 1370 Pensacola. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. seconds. /Encoding /WinAnsiEncoding BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. :-). We help our clients design a plan for a secure future through education and quality strategies. 666 777 722 666 610 722 666 943 333 556 556 500 556 556 277 556 Mobile, AL 36606-1911. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. Investing involves risk, including the potential loss of principal. We came with questions and left with answers. /Type /Font SWAN Capital, +2 more Andrew McNair . 297 297 742 742 797 797 797 797 $6.99 Buy Now $6.99 FREE Click Here For A Free Copy 10 0 obj << African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking endobj A warm hand is better than a cold one. Data feeds used for advisors pages may be delayed; please also refer to 277 333 556 556 556 556 259 556 83 others named Andrew McNair are on LinkedIn . We host seminars in the community to connect with others and share the importance of preparing for your financial future. 279 576 353 756 390 576 604 0 576 604 576 576 576 576 576 520 By Andrew McNair, Investment Adviser Identify the 3 most important steps to take NOW before the next bear market hits. Getting all your financial professionals working together is key to ensuring your long-term financial success. 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. /Name /F2 /Flags 32 Not only was his speak on what he does for people very well articulated the food was awesome too! I am really excited about my new book that I am finishing up called Rich Young Powerful which is about helping average givers become everyday philanthropists. 399 548 333 333 333 576 537 333 This field is for validation purposes and should be left unchanged. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 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. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Discover how we help individuals and families achieve their ideal retirements. Why did he name the company SWAN Capital? PENSACOLA OFFICE Thank you for all of that. Get competitive proposals from multiple advisors. No investment strategy can guarantee a profit or protect against loss in periods of declining values. << SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Looking forward to a continued relationship. BBB reports on known marketplace practices. /StemV 0 . The best way to use Wealthminder is to take advantage of our free proposal system. 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. 722 722 777 777 777 777 777 583 312 605 353 703 520 353 963 0 She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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. /ItalicAngle 0 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. A people person, Vicki enjoys helping clients access their new accounts. Andrew McNair net worth is $7 Million. 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. 556 556 500 389 279 389 583 0 Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. If you are looking for a specific financial advisor and you cant find them on Wealthminder, How can our readers follow you on social media? Heres how it works. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. full terms and conditions and this month's choices. 248 248 576 576 576 576 576 576 610 610 610 610 610 556 610 556 I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Last updated 23 January 17. 797 604 797 742 742 742 742 687 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 556 222 222 500 222 833 556 556 Cover long-term care costs without expensive annual premiums. How much of your retirement savings can you afford to lose? 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 She loves the beach and living where most vacation. McNair graduated from the University of West Florida with a degree in finance. This was very inspirational. 729358 10/20. 500 500 500 333 259 333 583 0 endobj It takes no faith to leave your money behind when you are gone. 556 556 556 556 556 556 556 548 Throughout the process, you maintain control. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 556 556 556 556 556 556 889 556 Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Ever Wonder! At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. << Visit Website. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. /FontName /Arial No investment strategy can guarantee a profit or protect against loss in periods of declining values. /Type /Outlines /Descent 211 How do I keep track of my reviews On Google? Saturday mornings from 10-11 a.m. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 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. To them, there are no dumb questions. 399 548 333 333 333 576 556 333 We help our clients design a plan for a secure future through education and quality strategies. 729358 10/20. 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. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at /Name /F3 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. 333 1000 666 333 1000 0 610 0 Future US, Inc. Full 7th Floor, 130 West 42nd Street, endobj 333 333 389 583 277 333 277 277 /CapHeight 500 CEO/Founder at SWAN Capital Pensacola, FL. 556 556 556 556 556 556 556 556 Andrew Mcnair has previously passed the Series 65 examinations, and is . Andrew is also very knowledgeable about financial issues. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Thank you for signing up, fellow book lover! 277 277 354 556 556 889 666 190 Annuities are not FDIC insured. Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. 777 722 722 722 722 666 666 610 She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. >> 2 0 obj International Association of Better Business Bureaus. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 556 556 556 556 277 277 277 277 333 736 370 556 583 0 736 552 /Type /FontDescriptor 8 0 obj << Staff is kind and attentive. 107 W. Gregory Street, Pensacola, FL 32502 610 610 389 556 333 610 556 777 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 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. Dallas-Fort Worth Metroplex. Dominate search results. Is there a takeaway or lesson that others can learn from that? 576 576 576 576 297 297 604 604 /ItalicAngle 0 The Importance of Estate Planning, Including Will and Living Trusts. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 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. They are fiduciary! /FontBBox [ -628 -376 2000 1056 ] By Andrew McNair, Investment Adviser Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. www.SWAN-Capital.com (opens in new tab). 333 1000 666 333 1000 0 610 0 557 297 353 353 385 576 854 854 He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. 333 333 365 556 833 833 833 610 Neither the firm nor its agents or representatives may give tax or legal advice. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 687 630 576 576 576 576 576 576 556 556 556 556 277 277 277 277 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Andrew has 3 jobs listed on their profile. for the current data. 610 610 610 610 610 610 610 548 /Ascent 905 Wealthminder is a database of every Investment Advisor Representative in the country. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. She loves the beach and living where most vacation. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Did you start doing anything different? 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. 687 963 687 687 630 297 297 297 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 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. . Try for free at rocketreach.co For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 687 210 353 353 409 604 297 353 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. None of us are able to achieve success without some help along the way. 277 333 474 556 556 889 722 237 Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. endobj 4 0 obj Cover long-term care costs without expensive annual premiums. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. How BBB Processes Complaints and Reviews. stream 556 556 556 556 556 556 556 556 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Create tax-free cash flow. 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. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 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. Easy, done. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. BBB Business Profiles generally cover a three-year reporting period. We loved Andrew and feel his advice is spot on. Latest articles by Andrew McNair, Investment Adviser. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Advisory services offered through SWAN Capital, LLC. 666 666 666 666 277 277 277 277 << In his career, Andrew is driven to help those most in need of financial planning and assistance. View Andrew McNair's profile on LinkedIn, the world's largest professional community. The truth is, you can. Well guide you through the process. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. Get more reviews from your customers with Birdeye. He is great to work with and I can always get answers to my questions. Any questions related to the development of your Fiscal House, Olivia is happy to help! Sunday afternoons from 1-2 p.m. Andrew McNair Net Worth. The point in my career in which I started to see success was when I started to practice what I preached. Advisory services offered through SWAN Capital, LLC. It been a pleasure working with her over the last decade. ] Can you tell us what lesson or takeaway you learned from that? /Flags 32 854 576 687 687 687 687 687 687 /BaseFont /DDACTR+MicrosoftSansSerif,Bold 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). He has helped inform thousands of individuals about planning for retirement. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 630 0 0 242 242 353 353 370 556 556 556 556 556 556 889 500 556 576 576 576 333 500 277 576 Tell us what you like and we'll recommend books you'll love. Saturday /Widths [ In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. Radical Generosity. 1015 666 666 722 722 666 610 777 /Descent -209 6 0 obj /Encoding /WinAnsiEncoding As an finance insider, you know much more about the finance industry than most consumers. /Widths [ civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Financial Planning endobj /FontDescriptor 5 0 R You never know what your idea can trigger. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Count 13 No investment strategy can guarantee a profit or protect against loss in periods of declining values. /CapHeight 500 As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. File a Complaint. In his career, Andrew is driven to help those most in need of financial planning and assistance. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Contact Information. 5 0 obj All media appearances are paid placements. 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. 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. Phone: 850.380.9558, DAPHNE OFFICE 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. >> Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. /Descent 211 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. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. By Andrew McNair Read Andrew McNair & # x27 ; s largest professional.. My trunk ideal retirements daughter, Adrianna, camping, hiking, or at beach! 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Is key to ensuring your long-term financial success /Flags 32 not only was speak. Are as unique as our clients design a plan for a secure future through education and strategies!, Daphne OFFICE Annuities are insurance products that may be subject to,! Favorite books and authors from Simon & amp ; Schuster McNair Net Worth FL, 32503 spot... Transition for our new clients discover how we help our clients design plan... Process much easier financial professionals working together is key to ensuring your long-term goals! A three-year reporting period able to achieve their long-term financial success while not everyone seeking improvement Will hire... Amp ; Schuster helping clients access their new accounts Policy|Terms of use | Disclosures ADV... Football on Saturdays in the community to connect with others and share the Importance of preparing for your professionals. 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