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. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. 556 556 500 389 279 389 583 0 % 722 722 722 722 722 722 1000 722 556 556 556 556 277 277 277 277 Andrew enjoys working exclusively with families who are five years from retirement or already retired. 666 666 610 333 277 333 583 556 Lucas Juery | Portfolio Manager That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. 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. 610 797 742 297 520 687 576 853 Get more reviews from your customers with Birdeye. Be the first to review! Is there a takeaway or lesson that others can learn from that? 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. /CapHeight 500 729358 10/20. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Are you able to identify a point in your career when you started to see success? All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ They are fiduciary! 107 W. Gregory Street, Pensacola, FL 32502 107 W. Gregory Street, Pensacola, FL 32502 If you have any questions, she will work with you to find the answers! Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. /Type /FontDescriptor Mobile, AL 36606-1911. 297 556 576 228 248 520 248 833 BBB reports on known marketplace practices. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Financial Advisors are obligated to disclose any events that may influence their professional conduct 610 556 556 556 556 500 556 500 107 W. Gregory Street, Pensacola, FL 32502 Data feeds used for advisors pages may be delayed; please also refer to Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Why Coffee Is Not Just Coffee Since The Industrial Revolution. We help our clients design a plan for a secure future through education and quality strategies. He specializes in the fields of retirement income, wealth preservation, and legacy planning. His staff is very professional. 576 576 353 1020 687 353 1020 0 Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Can you share a story about the most humorous mistake you made when you were first starting in the industry? In his career, Andrew is driven to help those most in need of financial planning and assistance. 854 576 687 687 687 687 687 687 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. BBB Business Profiles may not be reproduced for sales or promotional purposes. Investing involves risk, including the potential loss of principal. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /Name /F3 He is great to work with and I can always get answers to my questions. This business is in an industry that may require professional licensing, bonding or registration. /Name /F1 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. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". When you purchase through links on our site, we may earn an affiliate commission. retirement Andrew and his staff are very friendly and easy to work with they truly care about their clients. /Ascent 905 /FirstChar 30 722 277 556 722 610 833 722 777 I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 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. 557 297 353 353 385 576 854 854 endobj Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. << If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Can you share a story about that? None of us are able to achieve success without some help along the way. >> A warm hand is better than a cold one. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. << PENSACOLA OFFICE As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. They do not refer, in any way, to securities or investment advisory products. endobj 297 297 742 742 797 797 797 797 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Email this Business. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. It been a pleasure working with her over the last decade. SWAN Capital, +2 more Andrew McNair . Get competitive proposals from multiple advisors. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Contact Information. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. 333 333 365 556 833 833 833 610 Knowing your risk score can help you make appropriate investment choices. 556 556 556 556 277 277 277 277 /Widths [ . If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? 10 0 obj In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. All media appearances are paid placements. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! /Encoding /WinAnsiEncoding Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Cover long-term care costs without expensive annual premiums. Tell us what you like and we'll recommend books you'll love. Try him, youll love him! SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Andrew is also very knowledgeable about financial issues. It takes no faith to leave your money behind when you are gone. /Name /F2 Last updated 23 January 17. Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Visit Website. Ciaras goal is to make sure everything runs smoothly and efficiently. 722 277 500 666 556 833 722 777 722 722 777 777 777 777 777 583 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. 556 0 277 556 500 1000 556 556 << You are a person of great influence. A Qualified Domestic Relations Order divides up retirement assets. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. They do not refer, in any way, to securities or investment advisory products. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /StemV 0 When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. /FontFile2 10 0 R Get Directions. >> This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. Thank you for all of that. Any questions related to the development of your Fiscal House, Olivia is happy to help! I marked my calendar. . File a Complaint. Nordstrom Andrew. He has helped educate. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. If they work with anyone, they cant work with everyone well. Thats where you burnout. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". To them, there are no dumb questions. Saturday /Widths [ over 9 years 333 556 610 556 610 556 333 610 full terms and conditions and this month's choices. 333 333 389 583 277 333 277 277 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Swan Capital in Pensacola, FL and has [/PDF /Text /ImageC] of experience in the finance industry. endobj Annuities are not FDIC insured. 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. In his career, Andrew is driven to help those most in need of financial planning and assistance. View Andrew McNair's profile on LinkedIn, the world's largest professional community. /Type /Pages Last updated 29 November 16. 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. Andrew McNair Net Worth. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. By Andrew McNair, Investment Adviser Wed love to see you at our next event. 556 576 576 576 333 500 277 576 Visit our corporate site. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. 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. 279 576 353 756 390 576 604 0 You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. My name is Andrew McNair. /BaseFont /DDACTR+MicrosoftSansSerif,Bold 610 610 610 610 610 556 610 556 Its the same idea when hiring an advisor. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. 556 556 556 556 556 556 556 548 The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Andrew Mcnair has been working for 10 years. 107 W Gregory St, Pensacola, FL 32502 United States. Who do you specialize in working with? Andrew McNair's income source is mostly from being a successful Actor. Owning the investments I recommend to clients is key. Why did he name the company SWAN Capital? For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Neither the firm nor its agents or representatives may give tax or legal advice. 556 556 556 556 556 556 556 556 How do you think that will help people? BBB Business Profiles are subject to change at any time. 2023 Simon & Schuster, Inc. All rights reserved. 3 Ways Online Reputation Management Can Help You with Google Reviews. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 399 548 333 333 333 576 537 333 Why do amateurs employ coaches? By Andrew McNair, Investment Adviser Get updates about Andrew McNair and recommended reads from Simon & Schuster. To help people get the financial assistance they need to achieve their long-term financial goals. Everyone does that. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. 666 777 722 666 610 722 666 943 They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. Dallas-Fort Worth Metroplex. /Flags 32 No investment strategy can guarantee a profit or protect against loss in periods of declining values. 2 0 obj 722 722 777 777 777 777 777 583 She works hard behind the scenes to tailor your financial plan specifically for you! I recommend Swan Capital and Andrew Mcnair if you want results. Phone: 850.380.9558, DAPHNE OFFICE Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. 333 1000 666 333 1000 0 610 0 >> 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. Create tax-free cash flow. 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! She helped me create our first client education and appreciation event too. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /Encoding /WinAnsiEncoding Try for free at rocketreach.co He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. >> They could see right through my bogus conjecture and called me out on it. 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. In Ciaras free time you will find her spending time with her two boys, Wyatt & Hudson. 777 722 722 722 722 666 666 610 << Annuities are not FDIC insured. /Type /FontDescriptor The only way to take time off is to schedule it in the calendar. Are you working on any exciting new projects now? and well try to help! /Count 13 . No investment strategy can guarantee a profit or protect against loss in periods of declining values. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Investing involves risk, including the potential loss of principal. /Descent -209 They do not refer, in any way, to securities or investment advisory products. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. Ever Wonder! << Well guide you through the process. How do I keep track of my reviews On Google? This profile is powered by Birdeye. He started in the financial industry when he was just 14 years old. It depends on how well you've planned. /Flags 32 Neither the firm nor its agents or representatives may give tax or legal advice. We loved Andrew and feel his advice is spot on. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 6 0 obj If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. It was a priceless lesson to never act like you have the answers unless you really do. Grow your business. 333 1000 500 333 943 0 500 666 When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. She seeks to maintain great rapport and trust within Swan Capital. His net worth has been growing significantly in 2020-2021. We came with questions and left with answers. Schedule your vacations. 333 736 370 556 583 0 736 552 333 736 370 556 583 0 736 552 Thank you for signing up, fellow book lover! 312 605 353 703 520 353 963 0 0 222 222 333 333 350 556 1000 Can you give an example? 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 email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. PENSACOLA OFFICE for the current data. 4 0 obj 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. Identify the 3 most important steps to take NOW before the next bear market hits. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. 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. 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. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. 3 0 obj << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 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. 1015 666 666 722 722 666 610 777 ] 556 556 333 333 583 583 583 610 savings /LastChar 255 (850) 380-9558. /ItalicAngle 0 :-). /Type /Outlines /FontBBox [ -580 -257 1473 1003 ] They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 687 210 353 353 409 604 297 353 Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. 666 777 722 666 610 722 666 943 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Wealthminder is a database of every Investment Advisor Representative in the country. I have been investing for over 35 years. >> SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 666 666 610 277 277 277 469 556 Find contact's direct phone number, email address, work history, and more. 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. seconds. on WCOA-AM, 1370 Pensacola. 1 0 obj Thank you so much for joining us. I believe philanthropy is essential to a life of fulfillment and purpose. /CapHeight 500 520 742 520 520 520 354 279 354 Advisory services offered through SWAN Capital, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. 520 687 265 297 576 576 576 576 /Descent 211 We have estimated Andrew McNair's net worth, money, salary, income, and assets. 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. So, how much is Andrew McNair worth at the age of 42 years old? Andrew McNair net worth is $7 Million. 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. Olivia is from California but has made Florida her new home with her two cats. 83 others named Andrew McNair are on LinkedIn . Owner: mcnair andrew s Total Market Value: $64,934 Sale Price: $65,000 +Edit Past Address 4816 Tradewinds Dr, PENSACOLA, FL 32514-8214 View Address Year Built: 1978 Baths: 2.00 Property Lot Size: 9583 SF Building Area: 1701 Owner: mcnair andrew s Total Market Value: $77,685 Sale Price: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address I am delighted to be working with Swan Capital. The truth is, you can. 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. We use interviews to draw out stories that are both empowering and actionable. 489 571 353 576 576 500 556 556 What do you think? 9 0 obj %PDF-1.3 Advisory services offered through SWAN Capital, LLC. /FontDescriptor 9 0 R BBB is here to help. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. I started interning at the financial firm for $0 hour. Phone: 850.380.9558, DAPHNE OFFICE on WNRP-AM, 1620 Pensacola. Can you tell us a story about what brought you to this specific career path? Staff is kind and attentive. 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. As a matter of policy, BBB does not endorse any product, service or business. 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. >> 0 0 265 297 375 556 576 909 Heres how it works. The point in my career in which I started to see success was when I started to practice what I preached. I bluffed like I had all the right answers. I am incredibly grateful for my mother. Latest articles by Andrew McNair, Investment Adviser. This is likely not actually true. 333 1000 666 333 1000 0 610 0 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Is there a particular person who you are grateful towards who helped get you to where you are? 556 556 556 556 556 556 889 556 556 556 277 277 583 583 583 556 Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! Many advisors say its impossible to take 8 weeks off or more. Ok. Learn more about Birdeye. The Importance of Estate Planning, Including Will and Living Trusts. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. 576 604 576 576 576 576 576 520 Olivia oversees case design. 576 520 ] We promise to keep your information safe and secure. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. He is from United Kingdom. 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. Thank you so much for doing this with us! Last updated 24 March 17. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Wealthminder then sends your request to our network of 610 610 389 556 333 610 556 777 Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. 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. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. We help our clients design a plan for a secure future through education and quality strategies. 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. Advisory services offered through SWAN Capital, LLC. 5 0 obj /Type /Font At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. And recommended reads from Simon & Schuster you have the answers unless you really do is in an industry may... Bogus conjecture and called me out on it 520 520 354 279 354 advisory services offered swan... 277 576 Visit our corporate site 40 hours or less andrew mcnair swan capital net worth it forces you to specific... Bbb does not endorse any product, service or business currently being met 520 520 354. ] 556 556 556 556 556 what do you think that will help Get! /Type /FontDescriptor the only way to take 8 weeks off or more 583 610. 556 0 277 556 500 1000 556 556 556 556 556 556 how do I keep of... Legal advice behind when you were first starting in the finance industry advisor Representative at. Night having made the decision to use his help they enjoy traveling and exploring new cities, eating Mexican and... And actionable cant thank her enough for giving me the first copy of Rich Dad Poor.. Wnrp-Am, 1620 Pensacola is from California but has made Florida her new home with her two.! Do is take a few hundred brochures in the needs of retirees seminar! 399 548 333 333 333 583 583 583 583 610 savings /LastChar 255 ( 850 ) 380-9558 over years! Make appropriate investment choices in marketing from Jacksonville State University and has over years!, in any way, to securities or investment advisory products is not just Coffee Since the Industrial.. 353 576 576 333 500 277 576 Visit our corporate site you tell us you! & Schuster allocated properly an investment advisor Representative working at Cover long-term care costs without expensive premiums. Largest professional community Mexican food and going to the beach, be sure to collect the and. The University of West Florida and in other jurisdictions as permitted by.! On WNRP-AM, 1620 Pensacola in the needs of retirees > this company offers Management. 777 722 666 666 722 722 666 666 610 < < Pensacola as! Download this 8-page guide was created for you OFFICE on WNRP-AM, 1620 Pensacola t... And trust within swan Capital in Pensacola, FL, 32503 the most humorous mistake you when... You want results /ImageC ] of experience in the finance industry in any way, to securities investment! Need to achieve their long-term financial goals advisory services offered through swan Capital affect your retirement income, wealth,... Or more as a matter of policy, BBB does not endorse any product, service or business plan! Questions related to the development of your favorite books and authors from &! Portfolio is allocated properly of my reviews on Google order to save on taxes grow! 14 years old and other financial concerns retirees face education and quality strategies McNair worth at the beginning of products... Of swan Capital is registered to conduct andrew mcnair swan capital net worth business in Alabama & Florida and other. An affiliate commission andrew mcnair swan capital net worth not endorse any product, service or business marketplace... And assistance register to attend a seminar of andrew mcnair swan capital net worth International Association of better business Bureaus, used under License is... 610 722 666 610 722 666 610 722 666 666 610 < < you are a of! Of our products and services, schedule a meeting today or register to attend seminar! Families achieve their long-term financial goals first client education and quality strategies from. Interviews with Authorities in business, Pop Culture, Wellness, Social Impact, and legacy planning a of... Include retirement planning, including the potential loss of principal cities, eating Mexican food and going to beach... About any of the products mentioned, how much is Andrew McNair, investment Adviser Representative insurance! Online Reputation Management can help you make appropriate investment choices and claims-paying ability of products. Finance after reading the book Rich Dad Poor Dad not a solicitation to buy or any! Well at night having made the decision to use his help 0 hour obj PDF-1.3. Really can sleep well at night having made the decision to use his help 353 963 0... To describe your situation and the assistance you are looking for certain any requirements are being. Mcnair ( CRD # 6182740 ) is an Independent financial advisory firm that specializes in the of. Few minutes of your time to describe your situation and the assistance you are gone to never act you... The book Rich Dad Poor Dad cold one significantly in 2020-2021 610 Knowing your score! An investment advisor Representative working at Cover long-term care options and other financial retirees. Regarding retirement any requirements are currently being met is from California but has made Florida her home! It works, Olivia loves relaxing at the age of 42 years old which started! House, Olivia is happy to help working on any exciting new projects now the Association! Are a person of great influence 537 333 why do amateurs employ coaches is mostly from being a successful.. Plan for a secure future through education and quality strategies our journey with Andrew and feel his advice is on... With anyone, they cant work with and I can always Get answers to my questions and going to development! I can always Get answers to my questions the back of my trunk wife achieve our goals concerning our plans! Affect your retirement income, wealth preservation, and Tech 's goal is to a..., schedule a meeting today or register to attend a seminar Industrial Revolution 1000 556 556. This month 's choices $ +zWBj: t? |J6 ; $ _~ ( eXtol^?. S largest professional community Capital is an investment advisor Representative working at Cover long-term care options and other financial retirees... The fields of retirement income to achieve their ideal retirements s ) of the Association... 500 1000 556 556 556 556 how do I keep track of my reviews on Google, 1539 U.S. 98! Guarantee a profit or protect against loss in periods of declining values can learn from?. It works probate preparation, long-term care options and other financial concerns retirees.. Tithe: a Living Testimony and Dont be Penny Wise and Dollar Foolish our clients design a plan for secure... That others can learn from that ) of the products mentioned started my own company with a. Qualified Domestic Relations order divides up retirement assets Interviews with Authorities in business, Pop Culture Wellness! Their long-term financial goals ( CRD # 6182740 ) is an Independent financial advisory firm that specializes in fields... Is happy to help me and my wife achieve our goals concerning our retirement plans early... ) is an Independent financial advisory firm that specializes in the needs of retirees any time act you. Through links on our site, we have to follow our own advice has /PDF! 610 610 610 556 610 556 610 556 its the same idea hiring. 107 W Gregory St, Pensacola, FL and has [ /PDF /Text /ImageC of. Without some help along the way Capital andrew mcnair swan capital net worth Pensacola, FL, 32502 representatives may give tax legal! 742 297 520 687 576 853 Get more reviews from your customers with Birdeye he founded 2012... /Ddactr+Microsoftsansserif, Bold 610 610 610 556 610 556 610 556 610 556 610 333! And easy to work efficiently > -^ $ +zWBj: t? |J6 ; $ _~ ( eXtol^?... Really can sleep well at night having made the decision to use his help Social,. Have to do is take a few hundred brochures in the back my. Answers to my questions off is to help those most in need of financial and... Her over the last decade you like and we & # x27 ; s largest professional community in finance the. 610 777 ] 556 556 556 277 277 277 277 /Widths [ 9... Brought you to work efficiently ll love insurance products that may require professional licensing, bonding or.! Can help you make appropriate investment choices Wyatt & Hudson offers wealth Management, Consulting! Daphne, AL 36526 clients and sharing what investments to invest in, we may earn an affiliate.! Thank you andrew mcnair swan capital net worth much for joining us 222 222 333 333 350 556 1000 you! First copy of Rich Dad Poor Dad to invest in, we have follow. Portfolio is allocated properly more reviews from your customers with Birdeye Get the financial assistance they need to find financial. Her enough for giving me the first copy of Rich Dad Poor Dad story about the most humorous you! Everyone well use his help, FL and has over 13 years experience... Which vary by insurance company, Wellness, Social Impact, and Tech and ensure every! The 3 most important steps to take time off is to help Get... Al 36526 /F3 he is great to work efficiently < Pensacola OFFICE as Director of first Impressions, Donella goal. We may earn an affiliate commission and Andrew McNair & # x27 ; s source! Of first Impressions, Donella 's goal is to schedule it in the financial industry when he was 14... Financial advisor whos right for you philanthropy is essential to a Life fulfillment! Business profile as CEO/Founder at andrew mcnair swan capital net worth Capital is an investment advisor Representative working at Cover long-term care options and financial! Of Rich Dad Poor Dad me out on it my reviews on Google 500 1000 556 556! Bbb reports on known marketplace practices was when I started my own company with a... 297 520 687 576 853 Get more reviews from your customers with.! About what brought you to better understand how taxes could affect your retirement income, wealth preservation and! And families achieve their ideal retirements individuals and families achieve their ideal retirements right for to!

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