Investing involves risk, including the potential loss of principal. Annuities are not FDIC insured. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. Phone: 850.380.9558, DAPHNE OFFICE SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. endobj
civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, It been a pleasure working with her over the last decade. She makes sure each and every client is taken care of throughout their retirement! Andrew McNair's income source is mostly from being a successful Actor. /XHeight 519
All media appearances are paid placements. /Ascent 921
Phone: 850.380.5137 :-). Saturday mornings from 10-11 a.m. 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. /FirstChar 32
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Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 0 222 222 333 333 350 556 1000
Get updates about Andrew McNair and recommended reads from Simon & Schuster. PENSACOLA OFFICE 556 556 556 556 556 556 556 548
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I am delighted to be working with Swan Capital. 333 556 556 500 556 556 277 556
BBB is here to help. /BaseFont /Arial,Bold
107 W. Gregory Street, Pensacola, FL 32502 on WNRP-AM, 1620 Pensacola. << /Filter /FlateDecode /Length 14256 /Length1 43284 >>
By Andrew McNair, Investment Adviser Thank you for all of that. 520 687 265 297 576 576 576 576
Ready to get started? <<
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. What do you think? Neither the firm nor its agents or representatives may give tax or legal advice. We loved Andrew and feel his advice is spot on. Can you give an example? 556 556 500 389 279 389 583 0
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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. 107 W. Gregory Street, Pensacola, FL 32502 David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? Andrew is also very knowledgeable about financial issues. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Wealthminder was created for one simple reason: They do not refer, in any way, to securities or investment advisory products. 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. 666 666 666 666 277 277 277 277
Dallas-Fort Worth Metroplex. 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. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. The truth is, you can. Everyone does that. A member of the Masonic . Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. Visit Website. >>
In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 666 666 610 333 277 333 583 556
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McNair graduated from the University of West Florida with a degree in finance. Andrew McNair | President. Create tax-free cash flow. 610 277 277 556 277 889 610 610
All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. 1 0 obj
Find out your risk score with our Riskalyze tool! Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. Dominate search results. Plus, get a FREE ebook when you sign up! The best way to use Wealthminder is to take advantage of our free proposal system. Can you tell us a story about what brought you to this specific career path? Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Is there a takeaway or lesson that others can learn from that? He is great to work with and I can always get answers to my questions. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Try him, youll love him! Retirement professional, Andrew McNair is the President of SWAN Capital. Future US, Inc. Full 7th Floor, 130 West 42nd Street, For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. It depends on how well you've planned. Wealthminder is a database of every Investment Advisor Representative in the country. 666 777 722 666 610 722 666 943
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Investing involves risk, including the potential loss of principal. We help our clients design a plan for a secure future through education and quality strategies. Mobile, AL 36606-1911. for the current data. International Association of Better Business Bureaus. This was very inspirational. Annuities are not FDIC insured. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. /FirstChar 30
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SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 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. /CapHeight 500
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Is there a particular person who you are grateful towards who helped get you to where you are? prescreened financial advisors. Tell us what you like and we'll recommend books you'll love. If you are looking for a specific financial advisor and you cant find them on Wealthminder, You have been idle and will be logged out in 333 1000 666 333 1000 0 610 0
She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Will your legacy be a benefit or a burden to your loved ones? seconds. <<
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In his career, Andrew is driven to help those most in need of financial planning and assistance. Looking forward to a continued relationship. /BaseFont /DDACTR+MicrosoftSansSerif,Bold
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Sunday afternoons from 1-2 p.m. File a Complaint. 777 722 722 722 722 666 666 610
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Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Request proposals for help with your financial concerns. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Saturday And Andrew was gracious enough to handle the bill for the whole group. /ItalicAngle 0
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Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 610 610 389 556 333 610 556 777
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. Dont overwork yourself. 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. This is likely not actually true. 10 0 obj
We came with questions and left with answers. <<
Create tax-free cash flow. 277 333 556 556 556 556 259 556
(850) 380-9558. I have thoroughly enjoyed working with Andrew. The company`s management are Manager . Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. She assists our operations team with transfers and getting new accounts opened. Get competitive proposals from multiple advisors. Neither the firm nor its agents or representatives may give tax or legal advice. Easy, done. /Type /Font
BBB Business Profiles are subject to change at any time. 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() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. /Flags 32
We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? She works hard behind the scenes to tailor your financial plan specifically for you! Its the same idea when hiring an advisor. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. I started interning at the financial firm for $0 hour. 722 277 500 666 556 833 722 777
SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. 556 556 556 556 277 277 277 277
It takes no faith to leave your money behind when you are gone. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /FontBBox [ -665 -325 2000 1040 ]
It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 666 666 666 666 277 277 277 277
Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Can you give a story or example? If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 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! endobj
Why do amateurs employ coaches? Andrew has 3 jobs listed on their profile. 6 0 obj
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. . 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. Email this Business. Advisory services offered through SWAN Capital, LLC. She seeks to maintain great rapport and trust within Swan Capital. A Qualified Domestic Relations Order divides up retirement assets. 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. /FontDescriptor 5 0 R
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. BBB Business Profiles generally cover a three-year reporting period. endobj
Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 2 0 obj
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