520 687 265 297 576 576 576 576 I have been investing for over 35 years. 909 520 576 576 576 576 248 248 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. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Donella Ray | Director of First Impressions Individuals should consult with a qualified professional for guidance before making any purchasing decisions. of experience in the finance industry. International Association of Better Business Bureaus. Data feeds used for advisors pages may be delayed; please also refer to 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. Andrew McNair net worth is $7 Million. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Bob McNair initially built a. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Thank you so much for joining us. Required fields are marked *. Mcnair 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). In his career, Andrew is driven to help those most in need of financial planning and assistance. /CapHeight 500 endobj Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. Thank you for signing up, fellow book lover! Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. . A member of the Masonic . 666 666 666 666 277 277 277 277 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. As an finance insider, you know much more about the finance industry than most consumers. I started interning at the financial firm for $0 hour. 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. 10 0 obj /FontBBox [ -628 -376 2000 1056 ] /FontName /DDACTR+MicrosoftSansSerif document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Turn existing IRAs into tax-free accounts. /Type /Font At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Create tax-free cash flow. BBB reports on known marketplace practices. 604 0 576 0 297 576 411 585 savings /Encoding /WinAnsiEncoding What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 687 210 353 353 409 604 297 353 << By Andrew McNair, Investment Adviser /Widths [ Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. /Subtype /TrueType 0 0 265 297 375 556 576 909 Plus, get a FREE ebook when you sign up! Investing involves risk, including the potential loss of principal. Andrew Mcnair has been working for 10 years. . 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. 556 222 222 500 222 833 556 556 Try for free at rocketreach.co Identify the 3 most important steps to take NOW before the next bear market hits. I marked my calendar. /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 ] for the current data. Request proposals for help with your financial concerns. /Count 13 556 0 222 556 333 1000 556 556 Been with Andrew for just less then a year. /Flags 32 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. The current status of the business is Active. 489 571 353 576 576 500 556 556 %PDF-1.3 SWAN Capital, +2 more Andrew McNair . 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. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. /StemV 0 Visit Website. We have estimated Andrew McNair's net worth, money, salary, income, and assets. endobj We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. This profile is powered by Birdeye. Andrew McNair | President. 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. 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. 722 277 556 722 610 833 722 777 610 277 277 556 277 889 610 610 /Ascent 921 How much of your retirement savings can you afford to lose? 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. www.SWAN-Capital.com (opens in new tab). This field is for validation purposes and should be left unchanged. McNair graduated from the University of West Florida with a degree in finance. I took out the trash, did data entry, and attempted to build their financial strategies too. Can you tell us a story about what brought you to this specific career path? How do you think that will help people? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Sunday afternoons from 1-2 p.m. Are you working on any exciting new projects now? 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526, A Solid Fiscal House Will Survive Any Storms, Series I Savings Bonds: An Investment Against Inflation. 557 297 353 353 385 576 854 854 3 0 obj His net worth has been growing significantly in 2020-2021. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 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. The truth is, you can. 687 630 576 576 576 576 576 576 Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. To them, there are no dumb questions. 277 333 474 556 556 889 722 237 Thats where you burnout. 107 W. Gregory Street, Pensacola, FL 32502 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. Mobile, AL 36606-1911. He is from United Kingdom. Not only was his speak on what he does for people very well articulated the food was awesome too! Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. And Andrew was gracious enough to handle the bill for the whole group. Financial Planning They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 333 556 556 500 556 556 277 556 over 9 years or ability to advise their clients. >> 556 556 500 389 279 389 583 0 Any questions related to the development of your Fiscal House, Olivia is happy to help! Why did he name the company SWAN Capital? Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 556 556 556 556 556 556 556 556 /FirstChar 32 Wealthminder was built to make the process much easier. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Financial Advisors are obligated to disclose any events that may influence their professional conduct We help our clients design a plan for a secure future through education and quality strategies. Are you able to identify a point in your career when you started to see success? 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. When we have any serious or specific health issues, we dont leave it up to our general practitioner. /Type /Font 3 Ways Online Reputation Management Can Help You with Google Reviews. 107 W. Gregory Street, Pensacola, FL 32502 /FirstChar 30 endobj BBB is here to help. Andrew McNair Net Worth. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Anyone can work 80 hours and make their income goal. Will your legacy be a benefit or a burden to your loved ones? 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. Why Coffee Is Not Just Coffee Since The Industrial Revolution. We help our clients design a plan for a secure future through education and quality strategies. 576 576 353 1020 687 353 1020 0 Disclosure events are certain criminal matters, regulatory actions, 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. I recommend Swan Capital and Andrew Mcnair if you want results. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /BaseFont /Arial,Bold Who do you specialize in working with? 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. << Phone: 850.380.9558, DAPHNE OFFICE We came with questions and left with answers. 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. This is likely not actually true. Andrew Mcnair has previously passed the Series 65 examinations, and is . If you have any questions, she will work with you to find the answers! The point in my career in which I started to see success was when I started to practice what I preached. [/PDF /Text /ImageC] (850) 380-9558. 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. Throughout the process, you maintain control. We use interviews to draw out stories that are both empowering and actionable. They are approachable, personal & just down right easy to communicate with. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. /Type /FontDescriptor /Type /Font /BaseFont /Arial Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Email this Business. 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