endobj $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Plus, get a FREE ebook when you sign up! 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. 722 277 556 722 610 833 722 777 David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? View Andrew McNair's profile on LinkedIn, the world's largest professional community. The point in my career in which I started to see success was when I started to practice what I preached. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. It depends on how well you've planned. /FontDescriptor 7 0 R They could see right through my bogus conjecture and called me out on it. Wealthminder is a database of every Investment Advisor Representative in the country. 2 0 obj Thank you so much for doing this with us! How much of your retirement savings can you afford to lose? By Andrew McNair, Investment Adviser www.SWAN-Capital.com (opens in new tab). Knowing your risk score can help you make appropriate investment choices. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. 610 610 389 556 333 610 556 777 He has helped inform thousands of individuals about planning for retirement. Required fields are marked *. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. By Andrew McNair, Investment Adviser Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Annuities are not FDIC insured. McNair graduated from the University of West Florida with a degree in finance. ] 666 666 666 666 666 666 1000 722 9 0 obj She seeks to maintain great rapport and trust within Swan Capital. 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. It is essential to have your own financial house in order by having your own financial plan, in addition to having all of your financial documents organized and in one place. We only share your contact information with a financial advisor once you ask for an introduction. Neither the firm nor its agents or representatives may give tax or legal advice. 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. and well try to help! Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /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 ] So, how much is Andrew McNair worth at the age of 42 years old? BBB Business Profiles may not be reproduced for sales or promotional purposes. % 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. Advisory services offered through SWAN Capital, LLC. 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! 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 0 277 277 500 500 350 556 1000 Wealthminder was created for one simple reason: 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. If a financial advisor is interested in your business, they will submit a proposal to you. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 0 0 265 297 375 556 576 909 333 736 370 556 583 0 736 552 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 687 210 353 353 409 604 297 353 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. They do not refer, in any way, to securities or investment advisory products. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. 333 1000 556 333 943 0 500 666 /Flags 32 /FontName /DDACTR+MicrosoftSansSerif All media appearances are paid placements. Will your legacy be a benefit or a burden to your loved ones? Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. They do not refer, in any way, to securities or investment advisory products. 742 797 687 797 722 666 630 742 Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! 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. I started interning at the financial firm for $0 hour. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Everyone does that. ] Get competitive proposals from multiple advisors. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Investing involves risk, including the potential loss of principal. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. of experience in the finance industry. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This is likely not actually true. Get Directions. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Create tax-free cash flow. This profile is powered by Birdeye. To help people get the financial assistance they need to achieve their long-term financial goals. /Ascent 905 Can you share a story about that? Why Coffee Is Not Just Coffee Since The Industrial Revolution. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 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. Owning the investments I recommend to clients is key. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. (850) 380-9558. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. /Subtype /TrueType /CapHeight 500 /Name /F3 Ciaras goal is to make sure everything runs smoothly and efficiently. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. All media appearances are paid placements. 722 722 777 777 777 777 777 583 civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This field is for validation purposes and should be left unchanged. Can you give a story or example? 687 630 576 576 576 576 576 576 3 Ways Online Reputation Management Can Help You with Google Reviews. Last updated 29 November 16. 7 0 obj Learn more about Birdeye. 610 277 277 556 277 889 610 610 Well guide you through the process. A warm hand is better than a cold one. 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. How can our readers follow you on social media? 333 1000 666 333 1000 0 610 0 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. /Type /Pages 604 576 1035 687 687 722 722 687 We should be seeking a professional that sees our personal situation everyday. Throughout the process, you maintain control. 610 797 742 297 520 687 576 853 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. If you have any questions, she will work with you to find the answers! << Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. /Descent 211 /Encoding /WinAnsiEncoding The current status of the business is Active. He is always able to answer my questions. Heres how it works. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 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. It was a priceless lesson to never act like you have the answers unless you really do. We help our clients design a plan for a secure future through education and quality strategies. I have been investing for over 35 years. BBB is here to help. Historically finding and hiring a financial advisor was hard. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. /Widths [ Easy, done. The Importance of Estate Planning, Including Will and Living Trusts. << /Type /Font 333 556 610 556 610 556 333 610 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 the real deal and knows, without question or doubt, what investing is all about. contact us We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 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. 333 736 370 556 583 0 736 552 or ability to advise their clients. Advisory services offered through SWAN Capital, LLC. Nordstrom Andrew. Request proposals for help with your financial concerns. Looking forward to a continued relationship. Find out your risk score with our Riskalyze tool! 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. 8 0 obj Email this Business. Tom Ford. 556 0 277 556 500 1000 556 556 As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /FontName /Arial 729358 10/20. Disclosure events are certain criminal matters, regulatory actions, He is great to work with and I can always get answers to my questions. 556 556 333 500 277 556 500 722 /Type /FontDescriptor 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. Read our Safety & Security Promise. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. The best way to use Wealthminder is to take advantage of our free proposal system. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Why did he name the company SWAN Capital? Sunday afternoons from 1-2 p.m. savings Olivia oversees case design. I am delighted to be working with Swan Capital. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Schedule your vacations. And Andrew was gracious enough to handle the bill for the whole group. 333 333 389 583 277 333 277 277 556 556 556 556 556 556 556 556 /BaseFont /Arial Contact Information. 6 0 obj Cover long-term care costs without expensive annual premiums. for the current data. None of us are able to achieve success without some help along the way. Similar Advisors 1020 742 687 687 687 687 297 297 Financial Planning A member of the Masonic . Ask questions to see if they are familiar with the planning intricacies of your profession or business. BBB Business Profiles generally cover a three-year reporting period. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. /Encoding /WinAnsiEncoding /FontFile2 10 0 R endobj Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Lucas enjoys traveling and discovering new cultures. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Are you working on any exciting new projects now? Advisory services offered through SWAN Capital, LLC. Neither the firm nor its agents may give tax advice. 1 0 obj At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . Can you give an example or story for each? 556 556 556 556 556 556 889 556 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. The company`s management are Manager . If we are educating clients and sharing what investments to invest in, we have to follow our own advice. on WAVH-FM, FM Talk 1065 Mobile. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. endobj /FontDescriptor 5 0 R New York, << 722 722 777 777 777 777 777 583 556 556 556 556 556 556 556 556 Be the first to review! /FontBBox [ -628 -376 2000 1056 ] 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. its likely that they are either exclusively a broker or are unlicensed - please We promise to keep your information safe and secure. She assists our operations team with transfers and getting new accounts opened. Any questions related to the development of your Fiscal House, Olivia is happy to help! As a matter of policy, BBB does not endorse any product, service or business. SWAN Capital, +2 more Andrew McNair . When we have any serious or specific health issues, we dont leave it up to our general practitioner. Can you give an example? He has helped educate. on WCOA-AM, 1370 Pensacola. Is there a takeaway or lesson that others can learn from that? /XHeight 519 A Qualified Domestic Relations Order divides up retirement assets. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 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. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Thats where you burnout. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. /Name /F1 In his career, Andrew is driven to help those most in need of financial planning and assistance. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Bob McNair initially built a. Who do you specialize in working with? As an finance insider, you know much more about the finance industry than most consumers. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 556 556 556 556 556 556 556 548 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. We help our clients design a plan for a secure future through education and quality strategies. Annuities are not FDIC insured. Last updated 24 March 17. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Can you tell us what lesson or takeaway you learned from that? full terms and conditions and this month's choices. Keep your information safe and secure personal attention they deserve investments I recommend to clients is key Living! Validation purposes and should be seeking a professional that sees our personal.! They forced their business to run like a business instead of a high-paying job your loved ones Would... 840 AM, 103.3 FM and 103.5 FM, in Mobile up to our general.... Claims-Paying ability of the issuing insurance company deal and knows, without question or doubt, what investing All... Is Active profile on LinkedIn, the world & # x27 ; s largest professional community on this website affirm! Independent financial services firm in Pensacola, FL, 32502 736 370 583... Are encouraged to consult with a qualified professional before making any decisions about their personal situation 211 /Encoding the. Preparation, long-term care options and other financial concerns retirees face FL, 32502 lesson or takeaway you from... For the whole group 1 0 obj she seeks to maintain great rapport and trust within SWAN,... Loved ones 500 666 /Flags 32 /FontName /DDACTR+MicrosoftSansSerif All media appearances are paid placements 18, Andrew McNairs have. 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