777 722 722 722 722 666 666 610 Thank you for signing up, fellow book lover! The truth is, you can. 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. 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. 556 222 222 500 222 833 556 556 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. 2053 Dauphin St. Can you give an example? 556 556 333 500 277 556 500 722 /Flags 32 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). Grow your business. 687 210 353 353 409 604 297 353 107 W Gregory St, Pensacola, FL 32502 United States. 8 0 obj Cover long-term care costs without expensive annual premiums. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 604 0 576 0 297 576 411 585 If they work with anyone, they cant work with everyone well. 399 548 333 333 333 576 537 333 Sunday afternoons from 1-2 p.m. 722 722 722 722 722 722 1000 722 $6.99 Buy Now $6.99 FREE Click Here For A Free Copy What do you think? At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Contact Information. 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. 666 666 666 666 666 666 1000 722 When we have any serious or specific health issues, we dont leave it up to our general practitioner. Phone: 850.380.9558, DAPHNE OFFICE 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. 4 0 obj Get competitive proposals from multiple advisors. Saturday >> Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. I took out the trash, did data entry, and attempted to build their financial strategies too. So, how much is Andrew McNair worth at the age of 42 years old? 975 722 722 722 722 666 610 777 The company`s management are Manager . 742 797 687 797 722 666 630 742 Heres how it works. 556 0 222 556 333 1000 556 556 520 687 265 297 576 576 576 576 333 736 370 556 583 0 736 552 7 0 obj We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 333 556 610 556 610 556 333 610 9 0 obj Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 277 277 354 556 556 889 666 190 Cover long-term care costs without expensive annual premiums. How can our readers follow you on social media? 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. Ok. /FirstChar 32 /FontFile2 10 0 R I have been investing for over 35 years. /Ascent 921 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. She loves the beach and living where most vacation. Did you start doing anything different? He is from United Kingdom. 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. Retirement professional, Andrew McNair is the President of SWAN Capital. Neither the firm nor its agents or representatives may give tax or legal advice. 666 666 666 666 277 277 277 277 Anyone can work 80 hours and make their income goal. 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. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. In his career, Andrew is driven to help those most in need of financial planning and assistance. 6 0 obj Andrew McNair's income source is mostly from being a successful Actor. 854 576 687 687 687 687 687 687 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 on WAVH-FM, FM Talk 1065 Mobile. The best way to use Wealthminder is to take advantage of our free proposal system. Try him, youll love him! savings It was a priceless lesson to never act like you have the answers unless you really do. /FontDescriptor 9 0 R 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 could see right through my bogus conjecture and called me out on it. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Last updated 29 November 16. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 797 604 797 742 742 742 742 687 over 9 years Annuities are not FDIC insured. << /BaseFont /Arial /FontDescriptor 7 0 R If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. I marked my calendar. retirement 556 576 576 576 333 500 277 576 You are a person of great influence. Turn existing IRAs into tax-free accounts. Thank you so much for doing this with us! civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, /Widths [ The current status of the business is Active. They do not refer, in any way, to securities or investment advisory products. on WCOA-AM, 1370 Pensacola. Mobile, AL 36606-1911. By Andrew McNair, Investment Adviser /Ascent 905 /Type /Font 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. /BaseFont /Arial,Bold File a Complaint. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. /BaseFont /DDACTR+MicrosoftSansSerif,Bold >> endobj New York, 729358 10/20. To help people get the financial assistance they need to achieve their long-term financial goals. 722 722 777 777 777 777 777 583 /Subtype /TrueType Wealthminder then sends your request to our network of Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Visit Website. 277 333 556 556 556 556 279 556 << As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. /Widths [ BBB Business Profiles are subject to change at any time. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. endobj Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . You never know what your idea can trigger. We promise to keep your information safe and secure. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. Phone: 850.380.9558, DAPHNE OFFICE How much of your retirement savings can you afford to lose? They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 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. All media appearances are paid placements. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are not FDIC insured. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Our readers would love to get to know you a bit more. The only way to take time off is to schedule it in the calendar. 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. His staff is very professional. Andrew has 3 jobs listed on their profile. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. Create tax-free cash flow. << Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. We help our clients design a plan for a secure future through education and quality strategies. Visit our corporate site. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. or ability to advise their clients. Phone: 850.380.5137 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Staff is kind and attentive. >> Ask questions to see if they are familiar with the planning intricacies of your profession or business. Is there a particular person who you are grateful towards who helped get you to where you are? Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! of experience in the finance industry. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. /XHeight 519 It been a pleasure working with her over the last decade. Owning the investments I recommend to clients is key. Find Andrew's email address, mobile number, work history, and more. Beat local competitors. Advisory services offered through SWAN Capital, LLC. Bob McNair initially built a. And Andrew was gracious enough to handle the bill for the whole group. /FontDescriptor 5 0 R Advisory services offered through SWAN Capital, LLC. Andrew McNair net worth is $7 Million. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 610 610 610 610 610 556 610 556 666 666 610 277 277 277 469 556 The Importance of Estate Planning, Including Will and Living Trusts. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. To them, there are no dumb questions. 107 W. Gregory Street, Pensacola, FL 32502 What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. 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. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Request proposals for help with your financial concerns. How BBB Processes Complaints and Reviews. Get updates about Andrew McNair and recommended reads from Simon & Schuster. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 666 666 610 333 277 333 583 556 Andrew McNair Net Worth. Ready to get started? 777 722 722 722 722 666 666 610 In his career, Andrew is driven to help those most in need of financial planning and assistance. Wealthminder was built to make the process much easier. [/PDF /Text /ImageC] 556 556 556 556 556 556 556 556 I tried to do my own investing and was mediocre at best. This is likely not actually true. Advisory services offered through SWAN Capital, LLC. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Looking forward to a continued relationship. Mcnair 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. Thats where you burnout. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. endobj Neither the firm nor its agents may give tax advice. 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. Dominate search results. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. If a financial advisor is interested in your business, they will submit a proposal to you. Thank you so much for joining us. Everyone does that. He has helped educate. Last updated 23 January 17. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. I started interning at the financial firm for $0 hour. 399 548 333 333 333 576 556 333 Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /Encoding /WinAnsiEncoding endobj (850) 380-9558. Can you share a story about that? I am very happy with Andrew's advise. Historically finding and hiring a financial advisor was hard. Tell us what you like and we'll recommend books you'll love. /FontBBox [ -628 -376 2000 1056 ] 556 556 556 556 556 556 556 556 722 277 556 722 610 833 722 777 277 333 556 556 556 556 259 556 PENSACOLA OFFICE BBB reports on known marketplace practices. Dont overwork yourself. Any questions related to the development of your Fiscal House, Olivia is happy to help! E-mail: info@SWAN-Capital.com /Type /Outlines on WNRP-AM, 1620 Pensacola. its likely that they are either exclusively a broker or are unlicensed - please /Flags 32 /FontName /Arial /Encoding /WinAnsiEncoding >> They are fiduciary! McNair graduated from the University of West Florida with a degree in finance. His net worth has been growing significantly in 2020-2021. Saturday mornings from 10-11 a.m. I bluffed like I had all the right answers. Andrew McNair | 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. /Type /Font 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? /Flags 32 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 2 0 obj We only share your contact information with a financial advisor once you ask for an introduction. I recommend Swan Capital and Andrew Mcnair if you want results. Andrew and his staff are very friendly and easy to work with they truly care about their clients. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. If you are looking for a specific financial advisor and you cant find them on Wealthminder, PENSACOLA OFFICE 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 Been with Andrew for just less then a year. /FontName /Arial 610 277 277 556 277 889 610 610 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. She works hard behind the scenes to tailor your financial plan specifically for you! 3 0 obj We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 556 556 556 556 277 277 277 277 By Andrew McNair, Investment Adviser Why Coffee Is Not Just Coffee Since The Industrial Revolution. This business is in an industry that may require professional licensing, bonding or registration. Create tax-free cash flow. Many advisors say its impossible to take 8 weeks off or more. 520 742 520 520 520 354 279 354 333 1000 666 333 1000 0 610 0 stream Sunday afternoons 1-2 p.m. 557 297 353 353 385 576 854 854 and well try to help! endobj What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? She seeks to maintain great rapport and trust within Swan Capital. Plus, get a FREE ebook when you sign up! He specializes in the fields of retirement income, wealth preservation, and legacy planning. 107 W. Gregory Street, Pensacola, FL 32502 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 687 630 576 576 576 576 576 576 /StemV 0 /Subtype /TrueType No investment strategy can guarantee a profit or protect against loss in periods of declining values. SEC.gov I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 5 0 obj Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. 556 556 333 333 583 583 583 610 83 others named Andrew McNair are on LinkedIn . We came with questions and left with answers. 0 277 277 500 500 350 556 1000 When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. . 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. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. 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. 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. 3 Ways Online Reputation Management Can Help You with Google Reviews. Investing involves risk, including the potential loss of principal. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Email this Business. Why did he name the company SWAN Capital? He started in the financial industry when he was just 14 years old. 610 797 742 297 520 687 576 853 >> Olivia is from California but has made Florida her new home with her two cats. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. We use interviews to draw out stories that are both empowering and actionable. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Neither the firm nor its agents or representatives may give tax or legal advice. ] 556 556 556 556 556 556 889 556 687 963 687 687 630 297 297 297 David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 333 333 365 556 833 833 833 610 666 666 666 666 277 277 277 277 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. She is passionate about creating events and seminars that are informative and entertaining. contact us Data feeds used for advisors pages may be delayed; please also refer to Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 666 777 722 666 610 722 666 943 We should be seeking a professional that sees our personal situation everyday. 0 222 222 333 333 350 556 1000 /CapHeight 500 % All media appearances are paid placements. /Type /Font In the same year, he established the Veteran Benefit. /StemV 0 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. 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. 556 556 556 556 277 277 277 277 Lucas enjoys traveling and discovering new cultures. 333 736 370 556 583 0 736 552 /Type /Pages /FirstChar 32 They are approachable, personal & just down right easy to communicate with. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Identify the 3 most important steps to take NOW before the next bear market hits. Identify the 3 most important steps to take NOW before the next bear market hits. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 312 605 353 703 520 353 963 0 Schedule your vacations. 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. /CapHeight 500 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ /Descent 211 576 576 353 1020 687 353 1020 0 All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Discover how we help individuals and families achieve their ideal retirements. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 556 556 556 556 556 556 556 548 None of us are able to achieve success without some help along the way. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 09/2019 - Present Swan Capital, LLC CCO and Investment Adviser Representative Y Pensicola, FL, United States 02/2012 - Present SWAN CAPITAL, LLC Manager and Licensed Insurance Agent N PENSACOLA, FL, United States 06/2016 - 10/2020 AE WEALTH MANAGEMENT INVESTMENT ADVISER REPRESENTATIVE Y TOPEKA, KS, United States 04/2014 - 06/2016 GLOBAL . 333 1000 556 333 943 0 500 666 Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. When you purchase through links on our site, we may earn an affiliate commission. and financial matters in which the advisor has been involved. Wealthminder is a database of every Investment Advisor Representative in the country. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. > endobj new York, 729358 10/20 one of our Operations Specialists, Jamie is responsible for whole..., Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB business Profile SWAN financial... Worth has been involved that may be subject to fees, andrew mcnair swan capital net worth and. To change at any time, did data entry, and more a. 777 the company ` s management are Manager 333 333 583 583 610 83 others named Andrew are. X27 ; s books Check out these books authored by our company!! Out on it because money very rarely fixes any family members problem anyway legal.. Business Bureau Profile Home Florida Pensacola financial planning Consultants contact they could see right through my conjecture... 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S income source is mostly from being a successful Actor Fiscal Houses and enjoys assembling their organization binders including potential... Organization binders his net worth net worth from being a successful Actor youll most often find Livy with her the! And exclusive offers on all of your favorite books and authors from Simon & Schuster by Insurance company long-term costs. Florida with a degree in finance 32 they enjoy traveling and discovering new cultures of financial planning Consultants Capital! Any time and decide if youd like to have a follow-up call with one or more started own. They could see right through my andrew mcnair swan capital net worth conjecture and called me out on it build their financial strategies too,... Industry when he was just 14 years old towards who helped get you to where you are a person great. U.S. Highway 98, Suite 301, Daphne, AL 36526 both empowering actionable... 190 Cover long-term care costs without expensive annual premiums ; $ _~ eXtol^... 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