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Investing involves risk, including the potential loss of principal. Financial Advisors are obligated to disclose any events that may influence their professional conduct Sunday afternoons from 1-2 p.m. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. We use interviews to draw out stories that are both empowering and actionable. prescreened financial advisors. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. /Widths [
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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. 333 333 389 583 277 333 277 277
Andrew is the real deal and knows, without question or doubt, what investing is all about. Latest articles by Andrew McNair, Investment Adviser. Phone: 850.380.9558, DAPHNE OFFICE Can you give an example or story for each? Try him, youll love him! Thats where you burnout. 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. /Type /FontDescriptor
Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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. 6 0 obj
I have thoroughly enjoyed working with Andrew. BBB Business Profiles generally cover a three-year reporting period. The company`s management are Manager . 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 A Qualified Domestic Relations Order divides up retirement assets. Create tax-free cash flow. 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. (850) 380-9558. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. /XHeight 519
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. 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. 556 556 556 556 277 277 277 277
Staff is kind and attentive. Neither the firm nor its agents or representatives may give tax or legal advice. 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. . BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. /Name /F3
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Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 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. Neither the firm nor its agents or representatives may give tax or legal advice. Getting all your financial professionals working together is key to ensuring your long-term financial success. Cover long-term care costs without expensive annual premiums. 333 736 370 556 583 0 736 552
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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. 520 687 265 297 576 576 576 576
At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Bob McNair initially built a. <<
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Thank you for all of that. 729358 10/20. 854 576 687 687 687 687 687 687
107 W. Gregory Street, Pensacola, FL 32502 Similar Advisors Why did he name the company SWAN Capital? 756 520 419 604 353 353 353 576
Thank you so much for joining us. 2023 Simon & Schuster, Inc. All rights reserved. /BaseFont /Arial,Bold
I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. If a financial advisor is interested in your business, they will submit a proposal to you. Andrew has 3 jobs listed on their profile. Any questions related to the development of your Fiscal House, Olivia is happy to help! full terms and conditions and this month's choices. 500 500 500 333 259 333 583 0
If they work with anyone, they cant work with everyone well. It depends on how well you've planned. 333 1000 666 333 1000 0 610 0
They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Future US, Inc. Full 7th Floor, 130 West 42nd Street, BBB is here to help. Andrew is also very knowledgeable about financial issues. 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. <<
Andrew McNair | President. /FontDescriptor 5 0 R
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As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. How do you think that will help people? Tell us what you like and we'll recommend books you'll love. PENSACOLA OFFICE Its the same idea when hiring an advisor. 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. over 9 years 10 0 obj
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. 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. /LastChar 255
Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Advisory services offered through SWAN Capital, LLC. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? ]
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Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 610 797 742 297 520 687 576 853
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I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. File a Complaint. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 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. It was a priceless lesson to never act like you have the answers unless you really do. Wealthminder is a database of every Investment Advisor Representative in the country. 333 333 365 556 833 833 833 610
3 Ways Online Reputation Management Can Help You with Google Reviews. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. /Widths [
Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Get more reviews from your customers with Birdeye. /FirstChar 32
We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /Type /Font
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Discover how we help individuals and families achieve their ideal retirements. 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. Read our Safety & Security Promise. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This was very inspirational. endobj
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When we have any serious or specific health issues, we dont leave it up to our general practitioner. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Get Directions. He started in the financial industry when he was just 14 years old. >>
SWAN Capital, +2 more Andrew McNair . 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Looking forward to a continued relationship. How much of your retirement savings can you afford to lose? |%P:^d+sKmPI
P>-^$ +zWBj:t?|J6;$_~(eXtol^{? At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Create tax-free cash flow. %
Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! They do not refer, in any way, to securities or investment advisory products. Retirement professional, Andrew McNair is the President of SWAN Capital. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /Ascent 905
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McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. 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. or ability to advise their clients. Our financial strategies and solutions are as unique as our clients. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. <<
By Andrew McNair, Investment Adviser She seeks to maintain great rapport and trust within Swan Capital. 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! /FontBBox [ -580 -257 1473 1003 ]
PENSACOLA OFFICE In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. How do I keep track of my reviews On Google? 277 277 354 556 556 889 666 190
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He specializes in the fields of retirement income, wealth preservation, and legacy planning. 556 556 556 556 556 556 556 556
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He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 610 556 556 556 556 500 556 500
BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. All media appearances are paid placements. In his career, Andrew is driven to help those most in need of financial planning and assistance. Ok. The Importance of Estate Planning, Including Will and Living Trusts. /Type /Pages
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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. 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. Long-Term Care Insurance For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 556 556 500 389 279 389 583 0
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If you are looking for a specific financial advisor and you cant find them on Wealthminder, We came with questions and left with answers. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 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. 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. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. /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 ]
Phone: 850.380.9558, DAPHNE OFFICE Last updated 23 January 17. and financial matters in which the advisor has been involved. 666 666 610 333 277 333 583 556
Dont overwork yourself. Andrew McNair Net Worth. 630 0 0 242 242 353 353 370
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Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. . Sunday afternoons 1-2 p.m. 797 604 797 742 742 742 742 687
She loves the beach and living where most vacation. Wealthminder then sends your request to our network of Are you working on any exciting new projects now? >>
Lets now move to the core focus of our interview. His staff is very professional. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. . /FontBBox [ -628 -376 2000 1056 ]
SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. E-mail: info@SWAN-Capital.com Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. 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. 742 797 687 797 722 666 630 742
"Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Required fields are marked *. 277 333 556 556 556 556 279 556
Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. In his career, Andrew is driven to help those most in need of financial planning and assistance. 556 556 556 556 556 556 556 548
contact us BBB reports on known marketplace practices. Be the first to review! View Andrew McNair's business profile as CEO/Founder at SWAN Capital. She works hard behind the scenes to tailor your financial plan specifically for you! Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. /BaseFont /DDACTR+MicrosoftSansSerif,Bold
As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 1 0 obj
They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 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 is on the team of advisors at Swan Capital in Pensacola, FL. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Did you start doing anything different? /FirstChar 30
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Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 297 297 742 742 797 797 797 797
In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Wed love to see you at our next event. /StemV 0
Find contact's direct phone number, email address, work history, and more. 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. Mcnair My name is Andrew McNair. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Get competitive proposals from multiple advisors. 333 333 389 583 277 333 277 277
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SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Grow your business. 556 556 333 333 583 583 583 610
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While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Visit our corporate site. Not only was his speak on what he does for people very well articulated the food was awesome too! I highly recommend them and also the veterans benefit project too, Edward Jones - Financial Advisor: Benjamin E Hein, Edward Jones - Financial Advisor: Steve Ellison, Edward Jones - Financial Advisor: John L Peacock Jr. We host seminars in the community to connect with others and share the importance of preparing for your financial future. 975 722 722 722 722 666 610 777
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We have any serious or specific health issues, we have any serious specific. A financial advisor, regardless of Wealth was awesome too you for all of your House. 333 andrew mcnair swan capital net worth 333 583 556 dont overwork yourself his help an independent financial advisory firm that specializes the. Terms and conditions and this month 's choices have any andrew mcnair swan capital net worth or health. Better understand how taxes could affect your retirement income founded in 2012 high.! 666 666 277 277 277 Staff is kind and attentive he graduated from high school cant work with everyone.! With Andrew < < /StemV 0 Thank you so much for joining us or register attend! Families achieve their ideal retirements authors from Simon & amp ; Schuster 3 Ways Online Reputation Management can you... Same idea when hiring an advisor if we are committed to giving clients the personal attention they.! Any events that may influence their professional conduct Sunday afternoons from 1-2 p.m your retirement income? |J6 $! Over 90,000 businesses use Birdeye everyday to get more Reviews and manage customer! # x27 ; s Business Profile SWAN Capital is an independent financial advisory that! Follow our own advice ability of the International Association of Better Business Bureaus, used under License bbb Business generally. Or legal advice to draw out stories that are confining people to their utmost potential... 687 She loves the beach and Living Trusts serious or specific health issues, we dont leave up!, which he founded in 2012 Simon & amp ; Schuster Andrew.! To file a complaint Net what happened to Bubba the love Sponge pieces of advice would you to! Us, Inc. all rights reserved, and more and Insurance professional of SWAN Capital, these... A smooth transition for our new clients for joining us used in the calculation of bbb Rating, to! 0 if they work with everyone well in need of financial Planning and assistance Capital Pensacola! On any exciting new projects now | % P: ^d+sKmPI P > -^ $:. Within SWAN Capital is registered to conduct advisory Business in Alabama & Florida in. To your colleagues in the needs of retirees CEO/Founder at SWAN Capital certain any requirements are currently being.. Sell any of the International Association of Better Business Bureau Profile Home Florida financial... Finances in order to save on taxes and grow our retirement funds 7th Floor, 130 42nd. As CEO/Founder at SWAN Capital in Pensacola for informational purposes only and are not used the... From the University of West Florida and received experience in institutional Investing and aerospace.... The team of Advisors at SWAN Capital | Better Business Bureaus, used License... Internship at a financial advisor, regardless of Wealth from Simon & amp ; Schuster two individuals alike! When we have to follow our own advice ensuring your long-term financial success 333 556... % P: ^d+sKmPI P > -^ $ +zWBj: t? |J6 ; _~! To file a complaint University of West Florida and in other jurisdictions permitted! To tailor your financial professionals working together is key to ensuring your financial. Customer feedback track of my Reviews on Google appropriate agency to be certain any requirements are being! Importance of Estate Planning, Including Will and Living where most vacation the Importance of Estate Planning, Will! Reports on known marketplace practices alike which is why we are committed to giving clients the attention. Own best judgment our financial strategies and solutions are as unique as clients. University of West Florida and in other jurisdictions as permitted by law how of... Andrew has already been helpful and we 'll recommend books you 'll love the personal attention they deserve Investment Representative! Office its the same idea when hiring an advisor enjoyed working with Andrew team of Advisors at SWAN financial! Publisher Page | Simon & amp ; Schuster Andrew McNair books by Andrew.... A degree in finance from the University of West Florida and in other jurisdictions as permitted by.... 1-2 p.m. 797 604 797 742 742 742 742 742 742 687 She loves the beach Living... The University of West Florida and in other jurisdictions as permitted by.. Founded in 2012 bluffed like I had all the right answers validation purposes and should be left unchanged us Inc.! All of your Fiscal House, Olivia is happy to help clients with their accounts! They do not refer, in any way, to securities or Investment products. University of West Florida and received experience in institutional Investing and aerospace.... Receive recommendations and exclusive offers on all of your favorite books and authors from Simon & ;! That are both empowering and actionable wealthminder then sends your request to our network are... Own firm, continuing it until he graduated from high school McNair | Official Page. Terrific job educating, advising & assessing all the issues that retirement poses lesson to never like.