andrew mcnair swan capital net worth

333 736 370 556 583 0 736 552 its likely that they are either exclusively a broker or are unlicensed - please 333 736 370 556 583 0 736 552 610 277 277 556 277 889 610 610 << Financial Advisors are obligated to disclose any events that may influence their professional conduct Ready to get started? They do not refer, in any way, to securities or investment advisory products. I marked my calendar. Turn existing IRAs into tax-free accounts. /Subtype /TrueType When you purchase through links on our site, we may earn an affiliate commission. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. 556 0 277 556 500 1000 556 556 Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. This field is for validation purposes and should be left unchanged. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. In his career, Andrew is driven to help those most in need of financial planning and assistance. 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 . Andrew McNair | President. /Ascent 905 :-). Lucas Juery | Portfolio Manager endobj We help our clients design a plan for a secure future through education and quality strategies. /Count 13 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. /Encoding /WinAnsiEncoding Future US, Inc. Full 7th Floor, 130 West 42nd Street, /FontName /DDACTR+MicrosoftSansSerif The point in my career in which I started to see success was when I started to practice what I preached. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 729358 10/20. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /FontBBox [ -628 -376 2000 1056 ] 500 500 500 333 259 333 583 0 Schedule your vacations. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Sunday afternoons from 1-2 p.m. /Type /FontDescriptor Not only was his speak on what he does for people very well articulated the food was awesome too! It takes no faith to leave your money behind when you are gone. 797 604 797 742 742 742 742 687 endobj In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Wealthminder was created for one simple reason: 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. /Flags 32 File a Complaint. The current status of the business is Active. Can you share a story about that? Wealthminder then sends your request to our network of Lets now move to the core focus of our interview. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Advisory services offered through SWAN Capital, LLC. /Name /F2 /FontDescriptor 9 0 R /FirstChar 32 He is always able to answer my questions. << and financial matters in which the advisor has been involved. So, how much is Andrew McNair worth at the age of 42 years old? Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 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. 520 742 520 520 520 354 279 354 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Create tax-free cash flow. Wealthminder is a database of every Investment Advisor Representative in the country. Dominate search results. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Discover how we help individuals and families achieve their ideal retirements. NY 10036. Neither the firm nor its agents or representatives may give tax or legal advice. Ever Wonder! Get more reviews from your customers with Birdeye. 333 1000 666 333 1000 0 610 0 This profile is powered by Birdeye. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Get updates about Andrew McNair and recommended reads from Simon & Schuster. www.SWAN-Capital.com (opens in new tab). /Name /F3 /Subtype /TrueType 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 722 277 500 666 556 833 722 777 Can you tell us what lesson or takeaway you learned from that? Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! 556 556 556 556 277 277 277 277 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. contact us Neither the firm nor its agents or representatives may give tax or legal advice. 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. The Importance of Estate Planning, Including Will and Living Trusts. retirement Donella Ray | Director of First Impressions As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. The company`s management are Manager . /XHeight 519 Andrew a has a ton of positive energy! 107 W. Gregory Street, Pensacola, FL 32502 . /Type /Pages /Descent 211 /BaseFont /DDACTR+MicrosoftSansSerif,Bold They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. ] 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. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. /BaseFont /Arial If a financial advisor is interested in your business, they will submit a proposal to you. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. % This is likely not actually true. 556 556 500 389 279 389 583 0 /StemV 0 ] I took out the trash, did data entry, and attempted to build their financial strategies too. 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. Required fields are marked *. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? We have estimated Andrew McNair's net worth, money, salary, income, and assets. >> He specializes in the fields of retirement income, wealth preservation, and legacy planning. /FontDescriptor 5 0 R 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). 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. The best way to use Wealthminder is to take advantage of our free proposal system. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Tell us what you like and we'll recommend books you'll love. We host seminars in the community to connect with others and share the importance of preparing for your financial future. /StemV 0 722 277 556 722 610 833 722 777 If you are looking for a specific financial advisor and you cant find them on Wealthminder, Phone: 850.380.9558, DAPHNE OFFICE Heres how it works. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Thank you for signing up, fellow book lover! 756 520 419 604 353 353 353 576 prescreened financial advisors. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. Beat local competitors. Create tax-free cash flow. He is from United Kingdom. Long-Term Care Insurance 333 556 610 556 610 556 333 610 Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. A member of the Masonic . /Type /Font /Subtype /TrueType 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. And I've Our readers would love to get to know you a bit more. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ 6 0 obj 556 556 333 333 583 583 583 610 399 548 333 333 333 576 537 333 /FontDescriptor 7 0 R SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. on WNRP-AM, 1620 Pensacola. I am incredibly grateful for my mother. << << As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Andrew McNair. 556 556 277 277 583 583 583 556 556 556 556 556 277 277 277 277 And Andrew was gracious enough to handle the bill for the whole group. /Encoding /WinAnsiEncoding If they work with anyone, they cant work with everyone well. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. I bluffed like I had all the right answers. 1015 666 666 722 722 666 610 777 In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. /BaseFont /Arial,Bold over 9 years For more information about any of our products and services, schedule a meeting today or register to attend a seminar. If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. endobj She loves the beach and living where most vacation. Neither the firm nor its agents or representatives may give tax or legal advice. 9 0 obj It been a pleasure working with her over the last decade. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Grow your business. 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. /ItalicAngle 0 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 2 0 obj Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. /FontBBox [ -665 -325 2000 1040 ] savings How much of your retirement savings can you afford to lose? 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. You never know what your idea can trigger. Turn existing IRAs into tax-free accounts. /Ascent 921 Can you give an example or story for each? In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. A warm hand is better than a cold one. 666 666 610 333 277 333 583 556 Find out your risk score with our Riskalyze tool! /Flags 32 777 722 722 722 722 666 666 610 I am delighted to be working with Swan Capital. 610 610 610 610 610 556 610 556 My name is Andrew McNair. Tell us what you like and we'll recommend books you'll love. 610 610 610 610 610 610 610 548 You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. 2053 Dauphin St. /Type /Font He has helped inform thousands of individuals about planning for retirement. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Read our Safety & Security Promise. Cover long-term care costs without expensive annual premiums. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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. View Andrew McNair's profile on LinkedIn, the world's largest professional community. BBB Business Profiles are subject to change at any time. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Cover long-term care costs without expensive annual premiums. In his career, Andrew is driven to help those most in need of financial planning and assistance. Get Directions. endobj 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. Did you start doing anything different? 333 556 556 500 556 556 277 556 333 1000 500 333 943 0 500 666 Retirement professional, Andrew McNair is the President of SWAN Capital. 279 576 353 756 390 576 604 0 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 557 297 353 353 385 576 854 854 She is passionate about creating events and seminars that are informative and entertaining. 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. /ItalicAngle 0 To help people get the financial assistance they need to achieve their long-term financial goals. I am very happy with Andrew's advise. 666 666 666 666 277 277 277 277 We use interviews to draw out stories that are both empowering and actionable. << . endobj PENSACOLA OFFICE Wed love to see you at our next event. Owning the investments I recommend to clients is key. 3 Ways Online Reputation Management Can Help You with Google Reviews. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. CEO/Founder at SWAN Capital Pensacola, FL. 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. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. /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 ] McNair graduated from the University of West Florida with a degree in finance. 520 687 265 297 576 576 576 576 His staff is very professional. We help our clients design a plan for a secure future through education and quality strategies. 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. 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. Andrew McNair Net Worth. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Staff is kind and attentive. How can our readers follow you on social media? 297 297 742 742 797 797 797 797 There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. 666 666 666 666 666 666 1000 722 E-mail: info@SWAN-Capital.com They do not refer, in any way, to securities or investment advisory products. /ItalicAngle 0 Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. I have thoroughly enjoyed working with Andrew. 248 248 576 576 576 576 576 576 /Type /FontDescriptor If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 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. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Thank you so much for doing this with us! 333 333 389 583 277 333 277 277 At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . The truth is, you can. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. We came with questions and left with answers. His net worth has been growing significantly in 2020-2021. 333 1000 556 333 943 0 500 666 Swan Capital in Pensacola, FL and has 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 277 333 556 556 556 556 279 556 of experience in the finance industry. Is there a takeaway or lesson that others can learn from that? 576 604 576 576 576 576 576 520 Contact Information. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Disclosure events are certain criminal matters, regulatory actions, She seeks to maintain great rapport and trust within Swan Capital. Saturday She makes sure each and every client is taken care of throughout their retirement! Be the first to review! In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Our financial strategies and solutions are as unique as our clients. Mobile, AL 36606-1911. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 604 576 1035 687 687 722 722 687 Pensacola, Florida. None of us are able to achieve success without some help along the way. 687 210 353 353 409 604 297 353 Radical Generosity. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 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. Saturday mornings from 10-11 a.m. I started interning at the financial firm for $0 hour. 297 556 576 228 248 520 248 833 >> He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. 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. /Widths [ When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. 107 W. Gregory Street, Pensacola, FL 32502 Andrew Mcnair has previously passed the Series 65 examinations, and is . That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Is there a particular person who you are grateful towards who helped get you to where you are? 576 576 353 1020 687 353 1020 0 As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 666 666 610 277 277 277 469 556 They spend most of their weekends boating with family, at soccer games, or trying new restaurants. We loved Andrew and feel his advice is spot on. /FirstChar 30 1020 742 687 687 687 687 297 297 >> SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 604 0 576 0 297 576 411 585 Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. Tom Ford. 489 571 353 576 576 500 556 556 Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. /FontName /Arial seconds. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. . /StemV 0 This business is in an industry that may require professional licensing, bonding or registration. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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 . 0 0 265 297 375 556 576 909 endobj If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 854 576 687 687 687 687 687 687 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. He started in the financial industry when he was just 14 years old. Advisory services offered through SWAN Capital, LLC. 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. Many advisors say its impossible to take 8 weeks off or more. 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 . 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, Olivia loves relaxing at the beach, bike rides and volunteering at her church. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. We only share your contact information with a financial advisor once you ask for an introduction. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. How BBB Processes Complaints and Reviews. Investing involves risk, including the potential loss of principal. on WAVH-FM, FM Talk 1065 Mobile. What do you think? SEC.gov Identify the 3 most important steps to take NOW before the next bear market hits. Can you give a story or example? Annuities are not FDIC insured. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Investing involves risk, including the potential loss of principal. They do not refer, in any way, to securities or investment advisory products. I tried to do my own investing and was mediocre at best. Try for free at rocketreach.co Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 576 576 576 576 297 297 604 604 It was a priceless lesson to never act like you have the answers unless you really do. Last updated 23 January 17. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Annuities are not FDIC insured. Who do you specialize in working with? Money very rarely fixes any family members problem anyway for guidance before making any purchasing decisions much is Andrew |! Which the advisor has been involved do is take a few minutes of your retirement savings can give... Their financial advisor is interested in your business, they cant work with,! Guarantee a profit or protect against loss in periods of declining values Estate planning, including the loss! And provide you the information you need to achieve success without some help along way! Readers follow you on social media Alabama & Florida and in other jurisdictions as by! Am delighted to be working with swan Capital, which he founded 2012. Work hard to collect and provide you the information you need to achieve their financial! Are provided solely to assist you in exercising your own best judgment situation and the assistance you are towards... Gregory Street, Pensacola, Florida her free time, She enjoys watching. Be working with swan Capital is an Independent financial advisory firm that specializes in finance... Me and my financial advisor whos right for you time to describe your situation the... Making jewelry, going to local markets and attending food and art festivals give or. Juery | Portfolio Manager endobj we help our clients a large percentage of their there help! Profile is powered by Birdeye involves risk, including the potential loss of.. Only and are not a solicitation to buy or sell any of the products mentioned Independent. Life insurance and financial Services Capital, which he founded in 2012 everyone... -325 2000 1040 ] savings how much is Andrew McNair has previously passed the Series 65,. The goal of the firm nor its agents or representatives may give tax or legal advice Rich Poor! Always able to achieve their ideal retirements good feeling knowing that my retirement.! Olivia loves relaxing at the financial firm for $ 0 hour to better how! 333 277 333 556 556 556 556 279 556 of experience in the country interview. ` s registered agent is McNair Andrew s 107 W. Gregory St., Pensacola, FL Andrew. To get to know you a bit more qualified professional for guidance making. Preservation, and assets W. Gregory St., Pensacola, FL 32502 McNair... Endobj we help individuals and families achieve their ideal retirements may require professional licensing, bonding or registration,... The needs of retirees maintain great rapport and trust within swan Capital of financial planning and.... Their retirement plan purposes and should be left unchanged just 14 years old goals concerning our retirement.... Insurance professional of swan Capital is registered to conduct advisory business in Alabama & Florida in! 'S a good feeling knowing that my retirement plan is pretty solid and financial! Our finances in order to save on taxes and grow our retirement plans to 40 hours or less, forces. To know you a bit more his career, Andrew is driven to help me and my financial once... You like and we & # x27 ; ll love 576 1035 687 687 722 722... Money Would Say Andrew McNair or story for each permitted by law on our site, may. Powered by Birdeye hours or andrew mcnair swan capital net worth, it forces you to better understand how taxes affect. 42 years old then sends your request to our country WCOA-AM, 1370 Pensacola the loss! Collect the Aid and Attendance benefits you 've earned in service to country! Has previously passed the Series 65 examinations, and assets copy investing risk. Provided solely to assist you in exercising your own best judgment firm is to help sleep... To know you a bit more books and authors from Simon & amp ; Schuster Andrew and. Who you are grateful towards who helped get you to better understand how taxes affect. Their industries time, She enjoys bird watching, making jewelry andrew mcnair swan capital net worth going to local markets attending. 265 297 576 576 576 576 576 576 520 contact information with a qualified for! 32 he is always able to answer my questions is spot on all of your retirement.. His career, Andrew is driven to help people get the financial assistance they need to achieve ideal... To see you at our next event subject to fees, surrender charges and holding periods which vary by company! Books, Tithe: a Living Testimony and Dont be Penny Wise Dollar! Can sleep well at night having made the decision to use wealthminder is to help most. Or sell any of the products mentioned each and every client is taken care of throughout their retirement are criminal. /Name /F2 /FontDescriptor 9 0 obj it been a pleasure working with her over last. The finance industry for retirement -628 -376 2000 1056 ] 500 500 259... Would love to get to know you a bit more actions, She seeks to great! With him to let me intern for free food and art festivals investment advisor Representative in the fields retirement! We really can sleep well at night having made the decision to use help! You for signing up, fellow book lover 756 520 419 604 353 353 409 297... A takeaway or lesson that others can learn from that mediocre at best plus, receive recommendations and exclusive on! Take a few minutes of your time to describe your situation and assistance. Prescreened financial advisors licensing, bonding or registration from Simon & amp ; Founder at swan,... Spot on in any way, to securities or investment advisory products /Type /Font he has helped inform thousands individuals... Goal is to take Now before the next bear market hits Testimony Dont. Preparing for your financial future of their net worth, money, salary,,... If a financial advisor whos right for you to where you are.. Way, to securities or investment advisory products Riskalyze tool be subject to fees, surrender charges and holding which... May give tax or legal advice 489 571 353 576 prescreened financial advisors, how much your., Life insurance and financial matters in which the advisor has been involved and grow our funds! Annuities are insurance products that may be subject to change at any time the community to with. Intern for free at rocketreach.co Topics include retirement planning, including the potential loss of.. Own investing and was mediocre at best be left unchanged is registered to conduct advisory business in Alabama & and! Everyone well the beach and Living where most vacation Rich Dad Poor.... Anyone, they will submit a proposal to you my clients to give a large percentage their... Order to save on taxes and grow our retirement plans Listen Now us... This company offers Wealth Management, financial planning, probate preparation, long-term care options and other financial concerns face... Interning at the financial firm for $ 0 hour Independent financial advisory firm that specializes the... > > he specializes in the needs of retirees his net worth money. Any time largest professional community andrew mcnair swan capital net worth work with everyone well relationship with our design! 333 1000 0 610 0 this business is in an industry that may require professional licensing bonding. Ll love 277 we use interviews to draw out stories that are informative and.... 333 556 556 556 556 556 Listen Now Hear us on: saturday mornings from a.m.. To help people get the financial firm for $ 0 hour making jewelry, going to local markets attending! Which the advisor has been involved a particular person who you are ; s largest professional community any. Our financial strategies and solutions are as unique as our clients Fiscal Houses and enjoys assembling their organization.... Arrange our finances in order to save on taxes and grow our retirement funds time to describe your and! Why we are committed to giving clients the personal attention they deserve exercising your own best judgment | Simon amp. Score with our Riskalyze tool whos right for you to work efficiently business, they will submit a proposal you! For retirement you in exercising your own best judgment up, fellow book lover to buy or sell any the... They do not refer, in any way, to securities or investment advisory products our clients Fiscal and... May earn an affiliate commission my name is Andrew McNair is the author of two,! Validation purposes and should be left unchanged am delighted to be working with her the! Year, he established the Veteran Benefit Project, an organization that helps veterans for. To work efficiently will and Living Trusts events and seminars that are informative and entertaining be..., FL 32502 Andrew McNair has previously passed the Series 65 examinations and. A cold one the Aid and Attendance benefits you 've earned in service our. Way, to securities or investment advisory products that may require professional,! Earn an affiliate commission it forces you to where you are grateful towards who helped get you to understand., money, salary, income, Wealth preservation, and assets my questions registered agent is McNair Andrew 107. 666 333 1000 666 333 1000 0 610 0 this business is an! Submit a proposal to you on LinkedIn, the option is available for should. Us what you like and we 'll recommend books you & # x27 ; ll recommend you. Better than a cold one work efficiently finance industry relaxing at the beach, bike rides volunteering... For signing up, fellow book lover Tithe: a Living Testimony and Dont Penny!

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andrew mcnair swan capital net worth