Heres how it works. 333 333 389 583 277 333 277 277 Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. Throughout the process, you maintain control. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 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. 556 576 576 576 333 500 277 576 We use interviews to draw out stories that are both empowering and actionable. Required fields are marked *. 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). We work hard to collect and provide you the information you need to find a financial advisor whos right for you. She makes sure each and every client is taken care of throughout their retirement! Pensacola, Florida. Knowing your risk score can help you make appropriate investment choices. She loves the beach and living where most vacation. How do you think that will help people? endobj Andrew a has a ton of positive energy! Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. McNair graduated from the University of West Florida with a degree in finance. 909 520 576 576 576 576 248 248 A member of the Masonic . Neither the firm nor its agents or representatives may give tax or legal advice. This field is for validation purposes and should be left unchanged. Many advisors say its impossible to take 8 weeks off or more. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 107 W. Gregory Street, Pensacola, FL 32502 /FontBBox [ -628 -376 2000 1056 ] 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. . By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! If you are looking for a specific financial advisor and you cant find them on Wealthminder, He has experience in the fields of retirement income, wealth preservation, and long term care and has a strategic partnership with an attorney for estate planning services. /BaseFont /Arial 556 0 277 556 500 1000 556 556 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 604 0 576 0 297 576 411 585 X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. /Type /Font The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. It been a pleasure working with her over the last decade. 248 248 576 576 576 576 576 576 /Count 13 /FontDescriptor 9 0 R Andrew enjoys working exclusively with families who are five years from retirement or already retired. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 556 556 333 333 583 583 583 610 666 666 610 333 277 333 583 556 Advisory services offered through SWAN Capital, LLC. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 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. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Be the first to review! >> 604 576 1035 687 687 722 722 687 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 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. Mobile, AL 36606-1911. << 666 666 666 666 277 277 277 277 The Importance of Estate Planning, Including Will and Living Trusts. Schedule your vacations. Find out your risk score with our Riskalyze tool! /BaseFont /Arial,Bold << /Filter /FlateDecode /Length 14256 /Length1 43284 >> Are you working on any exciting new projects now? Thats where you burnout. Is there a takeaway or lesson that others can learn from that? SWAN Capital, +2 more Andrew McNair . 610 610 389 556 333 610 556 777 Andrew McNair net worth is $7 Million. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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. Can you explain who would most benefit from hiring a financial advisor and why? Retirement professional, Andrew McNair is the President of SWAN Capital. endobj 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. ] 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. Sunday afternoons from 1-2 p.m. Get more reviews from your customers with Birdeye. Historically finding and hiring a financial advisor was hard. All media appearances are paid placements. Dallas-Fort Worth Metroplex. Anyone can work 80 hours and make their income goal. 333 333 365 556 833 833 833 610 Who do you specialize in working with? 333 1000 666 333 1000 0 610 0 Email this Business. 333 333 389 583 277 333 277 277 0 0 265 297 375 556 576 909 We host seminars in the community to connect with others and share the importance of preparing for your financial future. Get competitive proposals from multiple advisors. /Type /FontDescriptor 399 548 333 333 333 576 537 333 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. Nordstrom Andrew. They do not refer, in any way, to securities or investment advisory products. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Wealthminder was built to make the process much easier. 777 722 722 722 722 666 666 610 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. << document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 777 722 722 722 722 666 666 610 107 W Gregory St, Pensacola, FL 32502 United States. Is there a particular person who you are grateful towards who helped get you to where you are? So, how much is Andrew McNair worth at the age of 42 years old? I am incredibly grateful for my mother. /LastChar 255 Advisory services offered through SWAN Capital, LLC. They could see right through my bogus conjecture and called me out on it. Sunday afternoons 1-2 p.m. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Andrew Mcnair has been working for 10 years. 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. And I've He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. 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. >> 666 666 610 277 277 277 469 556 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. PENSACOLA OFFICE Last updated 23 January 17. Can you give a story or example? 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. << Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Thank you for signing up, fellow book lover! /CapHeight 500 >> Many advisors do and its because they forced their business to run like a business instead of a high-paying job. He has helped inform thousands of individuals about planning for retirement. No investment strategy can guarantee a profit or protect against loss in periods of declining values. ] She seeks to maintain great rapport and trust within Swan Capital. Wealthminder is a database of every Investment Advisor Representative in the country. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. PENSACOLA OFFICE 520 742 520 520 520 354 279 354 PENSACOLA OFFICE Visit our corporate site. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Try him, youll love him! Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? I am very happy with Andrew's advise. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 610 556 556 556 556 500 556 500 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Learn more about Birdeye. Disclosure events are certain criminal matters, regulatory actions, They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Saturday The company`s management are Manager . /Ascent 921 /Count 9 /First 78 0 R /Last 86 0 R Last updated 29 November 16. 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. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. >> Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Identify the 3 most important steps to take NOW before the next bear market hits. Grow your business. Turn existing IRAs into tax-free accounts. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 8 0 obj If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. 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. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 333 556 556 500 556 556 277 556 BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. BBB is here to help. 610 610 610 610 610 610 610 548 /FontFile2 10 0 R Andrew McNair Net Worth. /FirstChar 32 The only way to take time off is to schedule it in the calendar. 556 556 556 556 277 277 277 277 Lets now move to the core focus of our interview. Ever Wonder! 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 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