722 277 500 666 556 833 722 777 Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! So, how much is Andrew McNair worth at the age of 42 years old? and financial matters in which the advisor has been involved. of experience in the finance industry. 399 548 333 333 333 576 556 333 >> Can you explain who would most benefit from hiring a financial advisor and why? 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. So, you think you can't afford to tithe? Andrew McNair | President. Retirement professional, Andrew McNair is the President of SWAN Capital. 556 576 576 576 333 500 277 576 Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. /XHeight 519 Donella Ray | Director of First Impressions /BaseFont /Arial,Bold 630 0 0 242 242 353 353 370 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. Can you share a story about the most humorous mistake you made when you were first starting in the industry? Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /LastChar 255 If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 576 520 ] We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. /Widths [ 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. /CapHeight 500 Visit Website. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Advisory services offered through SWAN Capital, LLC. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. This business is in an industry that may require professional licensing, bonding or registration. The Importance of Estate Planning, Including Will and Living Trusts. 333 1000 666 333 1000 0 610 0 Try him, youll love him! The company`s management are Manager . We host seminars in the community to connect with others and share the importance of preparing for your financial future. (850) 380-9558. Well guide you through the process. Can you tell us a story about what brought you to this specific career path? 666 777 722 666 610 722 666 943 687 963 687 687 630 297 297 297 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. << /LastChar 255 Required fields are marked *. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. When I was 14 years old, I read Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter and fell in love with the concept that you could make money while you were sleeping. X*c{ 6}#_i"6QOcD;R5"HNjqpq,o*BIb6|u}O}3>Z /p@qoB^'HnjuxntQD781cX$o#]j05`4Xh/rb9dWK1GCqZL$>`5_AaQio3GA&MbN~2t'\N{^H.yr1/ Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Wealthminder was built to make the process much easier. contact us By Andrew McNair, Investment Adviser Ill never forget my first year of being in business, a potential client asked me about a legacy planning strategy involving the utilization a special type of trust. /Encoding /WinAnsiEncoding Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 777 722 722 722 722 666 666 610 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ Find contact's direct phone number, email address, work history, and more. /Count 13 Our readers would love to get to know you a bit more. 556 556 556 556 277 277 277 277 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. Learn more about Birdeye. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? /Ascent 905 over 9 years 742 797 687 797 722 666 630 742 Get more reviews from your customers with Birdeye. /Name /F3 1020 742 687 687 687 687 297 297 729358 10/20. /Count 9 /First 78 0 R /Last 86 0 R Investing involves risk, including the potential loss of principal. Read our Safety & Security Promise. Saturday ] endobj They are approachable, personal & just down right easy to communicate with. Is there a takeaway or lesson that others can learn from that? Olivia is from California but has made Florida her new home with her two cats. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. /FontDescriptor 7 0 R No investment strategy can guarantee a profit or protect against loss in periods of declining values. Ciaras goal is to make sure everything runs smoothly and efficiently. Can you share a story about that? Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. I have thoroughly enjoyed working with Andrew. /Subtype /TrueType /Ascent 905 We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. I marked my calendar. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. 610 610 610 610 610 610 610 548 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. Sunday afternoons from 1-2 p.m. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. This is likely not actually true. She works hard behind the scenes to tailor your financial plan specifically for you! Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Advisory services offered through SWAN Capital, LLC. 556 556 556 556 556 556 889 556 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. << 2023 Simon & Schuster, Inc. All rights reserved. As an finance insider, you know much more about the finance industry than most consumers. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Andrew McNair's income source is mostly from being a successful Actor. Wealthminder then sends your request to our network of /CapHeight 500 Dominate search results. Andrew enjoys working exclusively with families who are five years from retirement or already retired. 333 736 370 556 583 0 736 552 My name is Andrew McNair. Anyone can work 80 hours and make their income goal. 975 722 722 722 722 666 610 777 She helped me create our first client education and appreciation event too. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. [/PDF /Text /ImageC] He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. /Encoding /WinAnsiEncoding 333 333 389 583 277 333 277 277 Turn existing IRAs into tax-free accounts. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 3 0 obj 556 556 556 556 556 556 556 548 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? In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. 333 556 610 556 610 556 333 610 Nordstrom Andrew. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. /FontFile2 10 0 R How do I keep track of my reviews On Google? 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. 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. 107 W Gregory St, Pensacola, FL 32502 United States. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. www.SWAN-Capital.com (opens in new tab). savings They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. In the same year, he established the Veteran Benefit. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking All media appearances are paid placements. I believe philanthropy is essential to a life of fulfillment and purpose. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Any questions related to the development of your Fiscal House, Olivia is happy to help! 909 520 576 576 576 576 248 248 Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /StemV 0 In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Similar Advisors Phone: 850.380.9558, DAPHNE OFFICE File a Complaint. Identify the 3 most important steps to take NOW before the next bear market hits. /Type /FontDescriptor /StemV 0 333 333 365 556 833 833 833 610 The truth is, you can. 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. I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. Schedule your vacations. 854 576 687 687 687 687 687 687 /Type /FontDescriptor /Flags 32 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. /BaseFont /Arial Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 333 1000 556 333 943 0 500 666 In his career, Andrew is driven to help those most in need of financial planning and assistance. Radical Generosity. Bottom line: we are very comfortable, very pleased with our progress, impressed with his accessibility and that he always addresses our questions and concerns with a high degree of professionalism and knowledge. 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