/FirstChar 30 And I've endobj << They spend most of their weekends boating with family, at soccer games, or trying new restaurants. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 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. /Ascent 905 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. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. seconds. 333 1000 500 333 943 0 500 666 /Type /FontDescriptor 83 others named Andrew McNair are on LinkedIn . prescreened financial advisors. BBB Business Profiles may not be reproduced for sales or promotional purposes. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. /ItalicAngle 0 /FontDescriptor 5 0 R /CapHeight 500 stream Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. The Importance of Estate Planning, Including Will and Living Trusts. Investing involves risk, including the potential loss of principal. Read our Safety & Security Promise. In his career, Andrew is driven to help those most in need of financial planning and assistance. Cover long-term care costs without expensive annual premiums. 279 576 353 756 390 576 604 0 /FontBBox [ -580 -257 1473 1003 ] He looked over my finances and retirement plan, recommended some changes and said "see you in six years". As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. endobj Are you able to identify a point in your career when you started to see success? This field is for validation purposes and should be left unchanged. 248 248 576 576 576 576 576 576 2 0 obj Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Dallas-Fort Worth Metroplex. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 4 0 obj 107 W. Gregory Street, Pensacola, FL 32502 0 0 265 297 375 556 576 909 Saturday mornings from 10-11 a.m. << International Association of Better Business Bureaus. A warm hand is better than a cold one. /ItalicAngle 0 on WNRP-AM, 1620 Pensacola. Long-Term Care Insurance 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. Wealthminder was created for one simple reason: In the same year, he established the Veteran Benefit. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. Dont overwork yourself. www.SWAN-Capital.com (opens in new tab). I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. :-). At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . She loves the beach and living where most vacation. All media appearances are paid placements. Lucas enjoys traveling and discovering new cultures. /Subtype /TrueType Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 333 333 389 583 277 333 277 277 In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. 556 556 556 556 277 277 277 277 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. BBB Business Profiles are subject to change at any time. /Type /Font Swan Capital in Pensacola, FL and has Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. It takes no faith to leave your money behind when you are gone. >> 0 277 277 500 500 350 556 1000 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. >> 975 722 722 722 722 666 610 777 Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, SWAN Capital, +2 more Andrew McNair . 666 666 666 666 277 277 277 277 Be the first to review! You are a person of great influence. 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. 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. 297 297 576 576 576 576 576 576 Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. /Ascent 905 for the current data. 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. /BaseFont /Arial,Bold SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Ready to get started? She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. All media appearances are paid placements. Andrew McNair net worth is $7 Million. Can you give an example? << When you purchase through links on our site, we may earn an affiliate commission. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. This profile is powered by Birdeye. 1020 742 687 687 687 687 297 297 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Did you start doing anything different? She helped me create our first client education and appreciation event too. E-mail: info@SWAN-Capital.com By Andrew McNair Published by Forefront Books Distributed by Simon & Schuster LIST PRICE $26.00 PRICE MAY VARY BY RETAILER Get a FREE ebook by joining our mailing list today! Pensacola, Florida. This business is in an industry that may require professional licensing, bonding or registration. 333 736 370 556 583 0 736 552 We should be seeking a professional that sees our personal situation everyday. Dominate search results. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! A member of the Masonic . %PDF-1.3 As an finance insider, you know much more about the finance industry than most consumers. 0 222 222 333 333 350 556 1000 In his career, Andrew is driven to help those most in need of financial planning and assistance. Phone: 850.380.5137 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. 556 556 500 389 279 389 583 0 We host seminars in the community to connect with others and share the importance of preparing for your financial future. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking /Name /F1 We only share your contact information with a financial advisor once you ask for an introduction. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. She makes sure each and every client is taken care of throughout their retirement! Can you tell us what lesson or takeaway you learned from that? 7 0 obj None of us are able to achieve success without some help along the way. /Flags 32 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. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 107 W. Gregory Street, Pensacola, FL 32502 document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. 777 722 722 722 722 666 666 610 /Subtype /TrueType So, you think you can't afford to tithe? There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. How do I keep track of my reviews On Google? Tell us what you like and we'll recommend books you'll love. Disclosure events are certain criminal matters, regulatory actions, 6 0 obj 297 297 742 742 797 797 797 797 My name is Andrew McNair. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 556 556 556 556 556 556 556 556 556 556 556 556 556 556 889 500 Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /Type /Outlines SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Its the same idea when hiring an advisor. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Andrew Mcnair has previously passed the Series 65 examinations, and is . By Andrew McNair, Investment Adviser >> 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Ciaras goal is to make sure everything runs smoothly and efficiently. We use interviews to draw out stories that are both empowering and actionable. /Flags 32 Identify the 3 most important steps to take NOW before the next bear market hits. /FontName /Arial Tom Ford. 1015 666 666 722 722 666 610 777 Andrew and his staff are very friendly and easy to work with they truly care about their clients. Wed love to see you at our next event. PENSACOLA OFFICE /FontName /DDACTR+MicrosoftSansSerif Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 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. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. /LastChar 255 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. I bluffed like I had all the right answers. It was a priceless lesson to never act like you have the answers unless you really do. 10 0 obj Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 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