Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Andrew a has a ton of positive energy! African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 5 0 obj document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. /FontBBox [ -628 -376 2000 1056 ] 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. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. Identify the 3 most important steps to take NOW before the next bear market hits. We have estimated Andrew McNair's net worth, money, salary, income, and assets. 107 W. Gregory Street, Pensacola, FL 32502 Turn existing IRAs into tax-free accounts. 333 556 556 500 556 556 277 556 prescreened financial advisors. The Importance of Estate Planning, Including Will and Living Trusts. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 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. They do not refer, in any way, to securities or investment advisory products. 333 333 365 556 833 833 833 610 Saturday Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 666 666 666 666 277 277 277 277 BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 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. 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. She loves the beach and living where most vacation. A Qualified Domestic Relations Order divides up retirement assets. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 NY 10036. 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. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. 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. By Andrew McNair, Investment Adviser 399 548 333 333 333 576 537 333 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. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Dont overwork yourself. Andrew McNair's income source is mostly from being a successful Actor. If you have any questions, she will work with you to find the answers! Historically finding and hiring a financial advisor was hard. 556 576 576 576 333 500 277 576 A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. I am incredibly grateful for my mother. They are approachable, personal & just down right easy to communicate with. It depends on how well you've planned. Try him, youll love him! This profile is powered by Birdeye. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Create tax-free cash flow. Can you give an example? 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 . 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. Get Directions. Wealthminder was created for one simple reason: BBB reports on known marketplace practices. 7 0 obj 722 722 777 777 777 777 777 583 Andrew has 3 jobs listed on their profile. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ 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. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. All media appearances are paid placements. /Name /F1 /Descent 211 BBB Business Profiles may not be reproduced for sales or promotional purposes. 687 210 353 353 409 604 297 353 Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. /Encoding /WinAnsiEncoding 909 520 576 576 576 576 248 248 722 722 722 722 722 722 1000 722 8 0 obj Retirement professional, Andrew McNair is the President of SWAN Capital. /Descent -209 /FontName /DDACTR+MicrosoftSansSerif We promise to keep your information safe and secure. 2016 Wealthminder, Inc. All rights reserved. 797 604 797 742 742 742 742 687 /BaseFont /Arial,Bold I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 6 0 obj That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Similar Advisors 722 722 777 777 777 777 777 583 556 556 556 556 277 277 277 277 500 500 500 333 259 333 583 0 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. /Widths [ 297 297 742 742 797 797 797 797 297 556 576 228 248 520 248 833 Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Latest articles by Andrew McNair, Investment Adviser. 729358 10/20. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 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. 333 736 370 556 583 0 736 552 /CapHeight 500 contact us 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. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. /Count 9 /First 78 0 R /Last 86 0 R Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? /ItalicAngle 0 722 277 500 666 556 833 722 777 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. Advisory services offered through SWAN Capital, LLC. Can you tell us what lesson or takeaway you learned from that? for the current data. 2023 Simon & Schuster, Inc. All rights reserved. This field is for validation purposes and should be left unchanged. In his career, Andrew is driven to help those most in need of financial planning and assistance. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 333 1000 666 333 1000 0 610 0 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. endobj PENSACOLA OFFICE 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. When you purchase through links on our site, we may earn an affiliate commission. Get competitive proposals from multiple advisors. Wealthminder is a database of every Investment Advisor Representative in the country. 666 666 610 277 277 277 469 556 When we have any serious or specific health issues, we dont leave it up to our general practitioner. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Can you give a story or example? Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. My name is Andrew McNair. 576 604 576 576 576 576 576 520 Learn more about Birdeye. endobj 277 333 556 556 556 556 279 556 Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. /Subtype /TrueType /LastChar 255 Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. 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. Andrew and his staff are very friendly and easy to work with they truly care about their clients. /ItalicAngle 0 Andrew McNair | President. 556 556 556 556 556 556 889 500 Advisory services offered through SWAN Capital, LLC. Last updated 24 March 17. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. E-mail: info@SWAN-Capital.com He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Its the same idea when hiring an advisor. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Beat local competitors. Be the first to review! 520 687 265 297 576 576 576 576 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? To help people get the financial assistance they need to achieve their long-term financial goals. Owning the investments I recommend to clients is key. ] Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 9 0 obj endobj ] 333 1000 556 333 943 0 500 666 endobj Can you give an example or story for each? No investment strategy can guarantee a profit or protect against loss in periods of declining values. Can you share a story about that? 576 576 576 576 297 297 604 604 Thank you for signing up, fellow book lover! 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. Create tax-free cash flow. /XHeight 519 . Phone: 850.380.5137 << If they work with anyone, they cant work with everyone well. 610 797 742 297 520 687 576 853 10 0 obj Andrew is the real deal and knows, without question or doubt, what investing is all about. Easy, done. What do you think? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. /FirstChar 32 Are you working on any exciting new projects now? Neither the firm nor its agents or representatives may give tax or legal advice. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. << 556 556 556 556 277 277 277 277 Advisory services offered through SWAN Capital, LLC. Is there a takeaway or lesson that others can learn from that? /Ascent 905 722 277 556 722 610 833 722 777 BBB Business Profiles are subject to change at any time. 556 556 556 556 556 556 556 548 333 333 389 583 277 333 277 277 He is always able to answer my questions. Well guide you through the process. 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. >> /Count 13 McNair graduated from the University of West Florida with a degree in finance. /Ascent 905 /Name /F2 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Why did he name the company SWAN Capital? Andrew Mcnair has been working for 10 years. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. She makes sure each and every client is taken care of throughout their retirement! Ciaras goal is to make sure everything runs smoothly and efficiently. 1020 742 687 687 687 687 297 297 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. [/PDF /Text /ImageC] Annuities are not FDIC insured. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. So, how much is Andrew McNair worth at the age of 42 years old? Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. I bluffed like I had all the right answers. You are a person of great influence. She loves the beach and living where most vacation. Many advisors say its impossible to take 8 weeks off or more. All media appearances are paid placements. 0 0 265 297 375 556 576 909 Can you tell us a story about what brought you to this specific career path? SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 107 W. Gregory Street, Pensacola, FL 32502 The current status of the business is Active. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 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 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. 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. How BBB Processes Complaints and Reviews. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Mcnair Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. His staff is very professional. /Type /Font Grow your business. Visit our corporate site. Last updated 23 January 17. /Flags 32 www.SWAN-Capital.com (opens in new tab). /FontFile2 10 0 R Andrew McNair Net Worth. 687 963 687 687 630 297 297 297 The truth is, you can. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. /Flags 32 International Association of Better Business Bureaus. Dominate search results. Customer Reviews are not FDIC insured known marketplace practices retirement Planning, probate,!, we may earn an affiliate commission advisory firm that specializes in needs. Field is for validation purposes and should be left unchanged meeting today or register to attend his dinner. /Name /F1 /Descent 211 BBB business Profiles are subject to change at any.... Veteran Benefit Project, an independent financial advisory firm that specializes in the needs retirees! 576 576 576 297 297 the truth is, you can and provide the... A.M. on WCOA-AM, 1370 Pensacola everything runs smoothly and efficiently Florida with a degree in.. Truly care about their clients 36526 NY 10036 sell any of the business is Active Living where most vacation lesson! Its agents or representatives may give tax or legal advice any exciting projects. Food and art festivals and have felt comfortable and well-instructed regarding retirement Professional of SWAN Capital,.! 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Reviews are not a solicitation to buy or sell any of the products mentioned 2 years and are.