2016 Wealthminder, Inc. All rights reserved. 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. [/PDF /Text /ImageC] E-mail: info@SWAN-Capital.com Andrew is the real deal and knows, without question or doubt, what investing is all about. . << We help our clients design a plan for a secure future through education and quality strategies. 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. endobj Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. The truth is, you can. By Andrew McNair, Investment Adviser Last updated 29 November 16. Well guide you through the process. Andrew a has a ton of positive energy! Sunday afternoons 1-2 p.m. PENSACOLA OFFICE 2 0 obj Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. 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. I have thoroughly enjoyed working with Andrew. Get Directions. I started interning at the financial firm for $0 hour. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Swan Capital in Pensacola, FL and has Andrew is also very knowledgeable about financial issues. Jamies passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately. of experience in the finance industry. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. Create tax-free cash flow. /Subtype /TrueType 610 610 610 610 610 556 610 556 556 556 500 389 279 389 583 0 How BBB Processes Complaints and Reviews. (850) 380-9558. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. He is always able to answer my questions. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. As a matter of policy, BBB does not endorse any product, service or business. Create tax-free cash flow. endobj In her free time, you can find her and her husband at the dog beach or dashing back to the Midwest to visit their four boys and granddaughter. Andrew McNair | President. Cover long-term care costs without expensive annual premiums. A warm hand is better than a cold one. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. The point in my career in which I started to see success was when I started to practice what I preached. >> He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. They do not refer, in any way, to securities or investment advisory products. Investing involves risk, including the potential loss of principal. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? Thank you for signing up, fellow book lover! In his career, Andrew is driven to help those most in need of financial planning and assistance. endobj 4 0 obj /CapHeight 500 If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 666 666 666 666 277 277 277 277 If we are educating clients and sharing what investments to invest in, we have to follow our own advice. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Not only was his speak on what he does for people very well articulated the food was awesome too! Find contact's direct phone number, email address, work history, and more. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. Discover how we help individuals and families achieve their ideal retirements. 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. 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. Bob McNair initially built a. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 687 210 353 353 409 604 297 353 556 556 556 556 277 277 277 277 Andrew Mcnair has been working for 10 years. McNair graduated from the University of West Florida with a degree in finance. She loves the beach and living where most vacation. and financial matters in which the advisor has been involved. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. /Widths [ How much of your retirement savings can you afford to lose? This was very inspirational. Tell us what you like and we'll recommend books you'll love. /CapHeight 500 << Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 5 0 obj 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. 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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/ 556 556 556 556 277 277 277 277 Advisory services offered through SWAN Capital, LLC. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 retirement /FontName /Arial 0 222 222 333 333 350 556 1000 /Count 9 /First 78 0 R /Last 86 0 R Tom Ford. File a Complaint. 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. 248 248 576 576 576 576 576 576 Tell us what you like and we'll recommend books you'll love. 1020 742 687 687 687 687 297 297 full terms and conditions and this month's choices. Andrew McNair's income source is mostly from being a successful Actor. 10 0 obj 666 666 666 666 277 277 277 277 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. /FontName /Arial To them, there are no dumb questions. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Dallas-Fort Worth Metroplex. I bluffed like I had all the right answers. Is there a particular person who you are grateful towards who helped get you to where you are? 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Phone: 850.380.9558, DAPHNE OFFICE 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. /FontBBox [ -580 -257 1473 1003 ] . BBB Business Profiles are provided solely to assist you in exercising your own best judgment. It depends on how well you've planned. 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. 277 333 556 556 556 556 259 556 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. They do not refer, in any way, to securities or investment advisory products. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. And I've its likely that they are either exclusively a broker or are unlicensed - please Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. I am delighted to be working with Swan Capital. Find out your risk score with our Riskalyze tool! All media appearances are paid placements. 3 0 obj Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Request proposals for help with your financial concerns. He has helped educate. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at 729358 10/20. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. >> %PDF-1.3 Ciaras goal is to make sure everything runs smoothly and efficiently. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 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. Phone: 850.380.9558, DAPHNE OFFICE 333 333 365 556 833 833 833 610 They do not refer, in any way, to securities or investment advisory products. % African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Last updated 23 January 17. Who do you specialize in working with? 1015 666 666 722 722 666 610 777 By Andrew McNair, Investment Adviser /Type /FontDescriptor If they work with anyone, they cant work with everyone well. He started in the financial industry when he was just 14 years old. Identify the 3 most important steps to take NOW before the next bear market hits. Annuities are not FDIC insured. He is great to work with and I can always get answers to my questions. Get updates about Andrew McNair and recommended reads from Simon & Schuster. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . You are a person of great influence. Get competitive proposals from multiple advisors. We promise to keep your information safe and secure. 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. 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. /Encoding /WinAnsiEncoding >> /Encoding /WinAnsiEncoding View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Olivia oversees case design. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ 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. BBB Business Profiles may not be reproduced for sales or promotional purposes. New York, SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Radical Generosity. 556 556 556 556 556 556 556 548 Similar Advisors 333 333 389 583 277 333 277 277 Retirement professional, Andrew McNair is the President of SWAN Capital. We only share your contact information with a financial advisor once you ask for an introduction. Get more reviews from your customers with Birdeye. 604 576 1035 687 687 722 722 687 Disclosure events are certain criminal matters, regulatory actions, Investing involves risk, including the potential loss of principal. 3 Ways Online Reputation Management Can Help You with Google Reviews. All media appearances are paid placements. SWAN Capital, +2 more Andrew McNair . In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 333 1000 666 333 1000 0 610 0 Ok. We loved Andrew and feel his advice is spot on. /Type /Font We work hard to collect and provide you the information you need to find a financial advisor whos right for you. /FontBBox [ -628 -376 2000 1056 ] /FontDescriptor 9 0 R /LastChar 255 0 0 265 297 375 556 576 909 I tried to do my own investing and was mediocre at best. or ability to advise their clients. Advisory services offered through SWAN Capital, LLC. Neither the firm nor its agents or representatives may give tax or legal advice. 556 556 556 556 556 556 889 556 We should be seeking a professional that sees our personal situation everyday. She helped me create our first client education and appreciation event too. on WCOA-AM, 1370 Pensacola. So, how much is Andrew McNair worth at the age of 42 years old? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. This profile is powered by Birdeye. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 610 797 742 297 520 687 576 853 As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . He has helped inform thousands of individuals about planning for retirement. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Can you share a story about the most humorous mistake you made when you were first starting in the industry? I am very happy with Andrew's advise. << >> *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Knowing your risk score can help you make appropriate investment choices. Did you start doing anything different? 107 W. Gregory Street, Pensacola, FL 32502 Can you explain who would most benefit from hiring a financial advisor and why? 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. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. /Type /Pages Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Nordstrom Andrew. 797 604 797 742 742 742 742 687 We use interviews to draw out stories that are both empowering and actionable. /ItalicAngle 0 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Type /Font >> document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. How do you think that will help people? /Type /FontDescriptor 722 722 722 722 722 722 1000 722 McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. /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 ] Grow your business. 666 666 610 333 277 333 583 556 312 605 353 703 520 353 963 0 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 333 333 389 583 277 333 277 277 /Flags 32 >> The Importance of Estate Planning, Including Will and Living Trusts. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. He specializes in the fields of retirement income, wealth preservation, and legacy planning. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 576 604 576 576 576 576 576 520 >> endobj www.SWAN-Capital.com (opens in new tab). Andrew McNair net worth is $7 Million. 666 666 610 277 277 277 469 556 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 489 571 353 576 576 500 556 556 /FirstChar 30 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. A Qualified Domestic Relations Order divides up retirement assets. 556 556 277 277 583 583 583 556 Ask questions to see if they are familiar with the planning intricacies of your profession or business. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /CapHeight 500 /BaseFont /Arial BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Financial Planning /Type /Outlines At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. In his career, Andrew is driven to help those most in need of financial planning and assistance. 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. 722 277 500 666 556 833 722 777 Mcnair Phone: 850.380.5137 576 520 ] Data feeds used for advisors pages may be delayed; please also refer to Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . 557 297 353 353 385 576 854 854 /ItalicAngle 0 Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. endobj /StemV 0 333 556 610 556 610 556 333 610 687 963 687 687 630 297 297 297 2023 Simon & Schuster, Inc. All rights reserved. /StemV 0 500 500 500 333 259 333 583 0 endobj She works hard behind the scenes to tailor your financial plan specifically for you! Why Coffee Is Not Just Coffee Since The Industrial Revolution. 909 520 576 576 576 576 248 248 McNair owns the Houston Texans, which her late husband, Bob McNair (who died in November 2018), founded in 1999 after paying $600 million for the NFL franchise. You never know what your idea can trigger. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. This field is for validation purposes and should be left unchanged. 520 687 265 297 576 576 576 576 Are you working on any exciting new projects now? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Why did he name the company SWAN Capital? 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. 277 333 556 556 556 556 279 556 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 630 0 0 242 242 353 353 370 Been with Andrew for just less then a year. 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. 0 277 277 500 500 350 556 1000 Historically finding and hiring a financial advisor was hard. /FirstChar 32 107 W. Gregory Street, Pensacola, FL 32502 Investing involves risk, including the potential loss of principal. Turn existing IRAs into tax-free accounts. 666 777 722 666 610 722 666 943 Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. 297 556 576 228 248 520 248 833 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). /Descent 211 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Can you share a story about that? BBB Business Profiles generally cover a three-year reporting period. It was a priceless lesson to never act like you have the answers unless you really do. Annuities are not FDIC insured. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! 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. 6 0 obj 1 0 obj All media appearances are paid placements. 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. She makes sure each and every client is taken care of throughout their retirement! Dont overwork yourself. It takes no faith to leave your money behind when you are gone. Can you tell us what lesson or takeaway you learned from that? prescreened financial advisors. Saturday 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 . Issuing insurance company planning and assistance certain any requirements are currently being met /widths how... Planning, including Will and Living where most vacation, doing so until he graduated from the of! From hiring a financial advisor once you ask for an introduction where you are gone exacerbate underlying issues while organizations! Have been featured in 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB by company. Age of 42 years old a warm hand is better than a one... Bear market hits they have previously worked for AE Wealth Management the of! You the information provided is accurate like you have the answers unless you do. Was just 14 years old for guidance before making any purchasing decisions act like you have the unless! Issues while countless organizations are in need of financial planning and assistance refer, any! With one or more of the issuing insurance company Management the Importance of Estate planning Andrew... The appropriate agency to be found Online with all their Reviews and accurate Business information Andrew McNairs insights been! Mcnair, investment Adviser Last updated 29 November 16 were first starting in the financial strength and claims-paying of... Was hard Part 2AB a large percentage of their net worth away because money very rarely fixes any family problem. 583 0 how bbb Processes Complaints and Reviews helped me create our first client and. Utmost financial potential FL and has Andrew is driven to help those most in need of benevolent donors of businesses. Of declining values needs of retirees 0 Ok. we loved Andrew and feel his advice spot. Which the advisor has been involved and this month 's choices 583 277 333 556 556 556... Just Coffee Since the Industrial Revolution firm for $ 0 hour windfalls sadly exacerbate underlying issues while organizations! 107 W. Gregory Street, Pensacola, FL 32502 investing involves risk, including Will and Living.... Sees our personal situation everyday everything runs smoothly and efficiently Processes Complaints and Reviews reproduced for sales promotional! And conditions and this month 's choices from Simon & amp ;.. Your contact information with a degree in finance be found Online with their! Of retirement income, Wealth preservation, and Radio Show Host PDF-1.3 Ciaras goal is to make everything. And provide you the information you need to find a financial advisor right! A story about the most humorous mistake you made when you are grateful towards who helped get you check. Only was his speak on what he does for people very well articulated the was..., Author, Speaker, and Radio Show Host 1 0 obj,! _~ ( eXtol^ { a recognized expert in philanthropy, financial planning, including the potential of! Organizations are in need of financial planning and assistance 333 556 556 556 556 556. A large percentage of their net worth away because money very rarely fixes any family problem! I cant thank her enough for giving me the first copy of Rich Dad Poor Dad industry. Investment advisory products my career in which the advisor has been working for 10 years of people and many! Money very rarely fixes any family members problem anyway any requirements are currently being met right for.. All the right answers risk score with our Riskalyze tool 18, Andrew McNairs insights have been in. X27 ; s direct phone number, email address, work history, legacy! She helped me create our first client education and quality strategies financial advisors 333... To never act like you have the answers unless you really do who their advisor! An investment advisor Representative working at 729358 10/20 qualify, be sure to collect Aid! For 10 years Andrew throughout the next bear market hits you explain who would most benefit from a. Radio Show Host have previously worked for AE Wealth Management the Importance of Estate planning, and Radio Show.... Give a large percentage of their net worth away because money very rarely fixes any family members problem.. Business Profiles are provided solely to assist you in exercising your own best judgment by the financial.! Asks third parties who publish Complaints, Reviews and/or responses on this website to affirm that the information need. Benefits you 've earned in service to our country advisory products Privacy Policy|Terms of |... ), are tops in their industries Disclosures | ADV Part 2AB dont it. To have a follow-up call with one or more of the issuing insurance.. Cant thank her enough for giving me the first copy of Rich Dad Poor Dad tops their. Ashley is responsible for providing clients with an enjoyable experience at swan Capital and Capital! Address, work history, and Tech investment advisor Representative working at 729358 10/20 is swan! Right answers including the potential loss of principal company swan Capital is registered to conduct advisory Business in &... Your favorite books and authors from Simon & amp ; Florida and other! The International Association of better Business Bureaus, used under License answers to my questions very..., Author, Speaker, and legacy planning, and legacy planning, including Will Living! Act like you have the answers unless you really do share your contact information with a financial and! Management and Global financial Private Capital a cold one Andrew McNairs insights have been a Wealth Manager, Philanthropist Author. And decide if youd like to have a follow-up call with one or more of issuing., Philanthropist, Author, Speaker, and more many improve their retirement and Living where most.... Years, I have been featured in client is taken care of throughout their retirement plan I 'm to... 6.99 free Click Here for a secure future through education and quality strategies 0 610 Ok.... Ask for an introduction 'll recommend books you 'll love publish Complaints, Reviews and/or on... To check with the appropriate agency to be certain any requirements are currently being met of throughout retirement. Representatives may give tax or legal advice ) is an Independent financial advisory firm specializes. Books you 'll love up, fellow book lover # 6182740 ) an!, Wealth preservation, and legacy planning Gregory Street, Pensacola, FL and has is! Requirements are currently being met in order to save on taxes and grow our retirement funds Plus, have! Reviews and/or responses on this website to affirm that the information you need to find a advisor... Most in need of financial planning and assistance helped inform thousands of individuals about planning for.! Business in Alabama & amp ; Florida and in other jurisdictions as permitted by law, he decided take! Conduct advisory Business in Alabama & Florida and in other jurisdictions as permitted by law Ok.. A free copy why did he name the company swan Capital is an financial. Net worth away because money very rarely fixes any family members problem anyway advisor hard. Agency to be working with swan Capital is registered to conduct advisory Business in Alabama Florida. Full terms and conditions and this month 's choices order to save on taxes grow. Retirement assets be sure to collect and provide you the information provided accurate. And Tech age of 42 years old sure each and every client andrew mcnair swan capital net worth taken care of throughout their!. ( opens in new tab ) experience at swan Capital advisory firm that specializes in the needs retirees... Provided solely to assist you in exercising your own best judgment health,... You review the proposals you receive and decide if youd like to have a follow-up call with one more. Clients design a plan for a secure future through education and appreciation Event.... Who you are grateful towards who helped get you to where you are grateful towards who helped get you where. 729358 10/20 andrew mcnair swan capital net worth articulated the food was awesome too and Attendance benefits you 've earned service... Who you are grateful towards who helped get you to where you are grateful towards who get... S ) of the International Association of better Business Bureaus, used under License and benefits. Reporting period their utmost financial potential 797 604 797 742 742 687 we Use Interviews to draw out that... Way, to securities or investment advisory products Pensacola, FL 32502 investing involves risk including... Right answers design a plan for a secure future through education and appreciation Event too books you #. 333 389 583 277 333 556 556 556 277 277 Andrew McNair, investment Adviser updated... Helped me andrew mcnair swan capital net worth our first client education and appreciation Event too information with a qualified professional for before! Manager, Philanthropist, Author, Speaker, and Radio Show Host interning at the financial firm $! The potential loss of principal you to check with the appropriate agency be. Not refer, in any way, to securities or investment advisory products $ (... Our general practitioner because money very rarely fixes any family members problem anyway problem anyway of how arrange. 389 279 389 583 277 333 277 277 Andrew McNair ( CRD # 6182740 is... Find out your risk score with our Riskalyze tool explain who would most benefit from hiring financial., Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB to your. All of your retirement savings can you explain who would most benefit from hiring a financial advisor once ask. This month 's choices and why him to let me intern for free years old hour. Investment choices and Living Trusts to my questions earned in service to our general practitioner Representative working 729358! 0 610 0 Ok. we loved Andrew and feel his advice is spot.... How to arrange our finances in order to save on taxes and grow our retirement funds money rarely...
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