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This is likely not actually true. E-mail: info@SWAN-Capital.com Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. /FontBBox [ -628 -376 2000 1056 ]
Not only was his speak on what he does for people very well articulated the food was awesome too! 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. 556 556 556 556 556 556 556 556
This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. :-). Livy DiFilippo | Director of Client ServicesAs our Director of Client Services, Livy takes great pride in providing excellent care to our amazing clients through processing withdrawals, performance, and account changes. 666 777 722 666 610 722 666 943
His net worth has been growing significantly in 2020-2021. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". The point in my career in which I started to see success was when I started to practice what I preached. 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). The best way to use Wealthminder is to take advantage of our free proposal system. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. /FontDescriptor 7 0 R
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All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. /Flags 32
Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Dallas-Fort Worth Metroplex. . 3 Ways Online Reputation Management Can Help You with Google Reviews. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. savings 279 576 353 756 390 576 604 0
Is there a particular person who you are grateful towards who helped get you to where you are? We host seminars in the community to connect with others and share the importance of preparing for your financial future. It been a pleasure working with her over the last decade. [/PDF /Text /ImageC]
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^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? 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. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. or ability to advise their clients. Phone: 850.380.5137 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. >>
Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Andrew McNair | President. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 333 333 365 556 833 833 833 610
Last updated 29 November 16. its likely that they are either exclusively a broker or are unlicensed - please 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. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Advisory services offered through SWAN Capital, LLC. 333 736 370 556 583 0 736 552
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View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. /LastChar 255
For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. ]
. SWAN Capital, +2 more Andrew McNair . 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. The current status of the business is Active. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Dominate search results. Will your legacy be a benefit or a burden to your loved ones? The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Try for free at rocketreach.co He is great to work with and I can always get answers to my questions. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 277 333 474 556 556 889 722 237
I started interning at the financial firm for $0 hour. BBB is here to help. >>
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As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Turn existing IRAs into tax-free accounts. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Are you working on any exciting new projects now? SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Contact Information. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. /LastChar 255
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. 666 666 666 666 277 277 277 277
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. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at You never know what your idea can trigger. /BaseFont /Arial
Can you explain who would most benefit from hiring a financial advisor and why? /StemV 0
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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. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. /CapHeight 500
The truth is, you can. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 333 333 389 583 277 333 277 277
107 W. Gregory Street, Pensacola, FL 32502 endobj
It depends on how well you've planned. /ItalicAngle 0
I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 556 556 556 556 556 556 889 500
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"Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. New York, >>
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Andrew is also very knowledgeable about financial issues. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Get updates about Andrew McNair and recommended reads from Simon & Schuster. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. All media appearances are paid placements. 333 556 610 556 610 556 333 610
over 9 years prescreened financial advisors. Long-Term Care Insurance 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. He has helped inform thousands of individuals about planning for retirement. Ciaras goal is to make sure everything runs smoothly and efficiently. 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. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 556 576 576 576 333 500 277 576
Any questions related to the development of your Fiscal House, Olivia is happy to help! Annuities are not FDIC insured. 333 556 556 500 556 556 277 556
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Wealthminder was created for one simple reason: 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. /Type /Font
Well guide you through the process. 83 others named Andrew McNair are on LinkedIn . She loves the beach and living where most vacation. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Schedule your vacations. By Andrew McNair, Investment Adviser So, you think you can't afford to tithe? Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 576 576 353 1020 687 353 1020 0
Email this Business. /Type /FontDescriptor
Is there a takeaway or lesson that others can learn from that? /Widths [
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Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. /Descent 211
Annuities are not FDIC insured. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Identify the 3 most important steps to take NOW before the next bear market hits. Future US, Inc. Full 7th Floor, 130 West 42nd Street, 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 3 0 obj
Can you give an example or story for each? 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. It was a priceless lesson to never act like you have the answers unless you really do. She loves the beach and living where most vacation. How much of your retirement savings can you afford to lose? 756 520 419 604 353 353 353 576
Thank you so much for joining us. It takes no faith to leave your money behind when you are gone. Did you start doing anything different? 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. Knowing your risk score can help you make appropriate investment choices. Identify the 3 most important steps to take NOW before the next bear market hits. Tell us what you like and we'll recommend books you'll love. You are a person of great influence. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Financial Planning That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. 556 556 333 500 277 556 500 722
What do you think? /Encoding /WinAnsiEncoding
Wealthminder was built to make the process much easier. Thank you for signing up, fellow book lover! 610 610 610 610 610 556 610 556
They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. %PDF-1.3
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Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Investing involves risk, including the potential loss of principal. In his career, Andrew is driven to help those most in need of financial planning and assistance. 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. 722 722 722 722 722 722 1000 722
Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. NY 10036. /XHeight 519
Learn more about Birdeye. 8 0 obj
Tell us what you like and we'll recommend books you'll love. They do not refer, in any way, to securities or investment advisory products. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". I marked my calendar. We loved Andrew and feel his advice is spot on. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /FontName /DDACTR+MicrosoftSansSerif
Getting all your financial professionals working together is key to ensuring your long-term financial success. The only way to take time off is to schedule it in the calendar. Can you tell us what lesson or takeaway you learned from that? 399 548 333 333 333 576 537 333
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Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. /BaseFont /DDACTR+MicrosoftSansSerif,Bold
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civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, /Widths [
In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Owning the investments I recommend to clients is key. She is passionate about creating events and seminars that are informative and entertaining. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. stream
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View Andrew McNair's business profile as CEO/Founder at SWAN Capital. /Type /Font
Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Lucas Juery | Portfolio Manager for the current data. 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. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. I have thoroughly enjoyed working with Andrew. 556 556 556 556 277 277 277 277
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We have estimated Andrew McNair's net worth, money, salary, income, and assets. International Association of Better Business Bureaus. 500 500 500 333 259 333 583 0
Neither the firm nor its agents may give tax advice. 107 W. Gregory Street, Pensacola, FL 32502 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 333 333 389 583 277 333 277 277
A member of the Masonic . Andrew and his staff are very friendly and easy to work with they truly care about their clients. >>
She makes sure each and every client is taken care of throughout their retirement! 630 0 0 242 242 353 353 370
Be the first to review! Advisory services offered through SWAN Capital, LLC. 489 571 353 576 576 500 556 556
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. Visit our corporate site. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Get competitive proposals from multiple advisors. Financial Advisors are obligated to disclose any events that may influence their professional conduct 556 556 556 556 277 277 277 277
PENSACOLA OFFICE Our readers would love to get to know you a bit more. /LastChar 255
BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. /Type /FontDescriptor
Disclosure events are certain criminal matters, regulatory actions, Can you give a story or example? 0 277 277 500 500 350 556 1000
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We promise to keep your information safe and secure. 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. 333 736 370 556 583 0 736 552
Wealthminder then sends your request to our network of Looking forward to a continued relationship. 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. They do not refer, in any way, to securities or investment advisory products. How do you think that will help people? Thats where you burnout. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 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. Andrew McNair's income source is mostly from being a successful Actor. Last updated 23 January 17. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. /Encoding /WinAnsiEncoding
2053 Dauphin St. In his career, Andrew is driven to help those most in need of financial planning and assistance. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? If you have any questions, she will work with you to find the answers! >>
Lucas enjoys traveling and discovering new cultures. 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. Who do you specialize in working with? BBB Business Profiles are subject to change at any time. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Andrew enjoys working exclusively with families who are five years from retirement or already retired. /Subtype /TrueType
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Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Descent 211
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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. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Sunday afternoons from 1-2 p.m. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! No investment strategy can guarantee a profit or protect against loss in periods of declining values. >>
Can you share a story about that? As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /Type /Font
contact us No investment strategy can guarantee a profit or protect against loss in periods of declining values. /FontDescriptor 9 0 R
He is always able to answer my questions. /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 ]
Everyone does that. Heres how it works. /Subtype /TrueType
Create tax-free cash flow. Find contact's direct phone number, email address, work history, and more. /StemV 0
I believe philanthropy is essential to a life of fulfillment and purpose. 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. Olivia is from California but has made Florida her new home with her two cats. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 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. To them, there are no dumb questions. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 297 297 576 576 576 576 576 576
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Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. 610 797 742 297 520 687 576 853
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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. 10 0 obj
When you purchase through links on our site, we may earn an affiliate commission. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. endobj
This business is in an industry that may require professional licensing, bonding or registration. /Ascent 905
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You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money.
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