Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. on WCOA-AM, 1370 Pensacola. Neither the firm nor its agents or representatives may give tax or legal advice. Read our Safety & Security Promise. 777 722 722 722 722 666 666 610 556 556 556 556 556 556 556 556 ] Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. NY 10036. We use interviews to draw out stories that are both empowering and actionable. and financial matters in which the advisor has been involved. 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. 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 . 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. 4 0 obj 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. 556 556 556 556 556 556 889 500 We came with questions and left with answers. 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. This was very inspirational. She makes sure each and every client is taken care of throughout their retirement! 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. 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. /Ascent 921 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. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Disclosure events are certain criminal matters, regulatory actions, /StemV 0 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. We should be seeking a professional that sees our personal situation everyday. Thank you for signing up, fellow book lover! Historically finding and hiring a financial advisor was hard. She loves the beach and living where most vacation. For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. BBB is here to help. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. Lets now move to the core focus of our interview. 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. 556 556 333 333 583 583 583 610 333 736 370 556 583 0 736 552 666 777 722 666 610 722 666 943 Get updates about Andrew McNair and recommended reads from Simon & Schuster. >> Can you share a story about that? 333 1000 556 333 943 0 500 666 endobj . /CapHeight 500 Financial Advisors are obligated to disclose any events that may influence their professional conduct They could see right through my bogus conjecture and called me out on it. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. It was a priceless lesson to never act like you have the answers unless you really do. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Wealthminder was built to make the process much easier. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 909 520 576 576 576 576 248 248 /StemV 0 722 277 556 722 610 833 722 777 They do not refer, in any way, to securities or investment advisory products. full terms and conditions and this month's choices. . How do you think that will help people? Not only was his speak on what he does for people very well articulated the food was awesome too! 2023 Simon & Schuster, Inc. All rights reserved. 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. 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. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. endobj Create tax-free cash flow. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. /FontBBox [ -665 -325 2000 1040 ] /FontName /DDACTR+MicrosoftSansSerif 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 8 0 obj and well try to help! /BaseFont /Arial,Bold 666 666 666 666 666 666 1000 722 5 0 obj All media appearances are paid placements. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 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. 556 576 576 576 333 500 277 576 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. /StemV 0 When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Get Directions. 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. 556 556 556 556 277 277 277 277 As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. 9 0 obj its likely that they are either exclusively a broker or are unlicensed - please Thank you so much for doing this with us! 666 666 666 666 277 277 277 277 Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. /CapHeight 500 . 687 210 353 353 409 604 297 353 Phone: 850.380.9558, DAPHNE OFFICE We loved Andrew and feel his advice is spot on. 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. << Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! . What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. 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. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. As a matter of policy, BBB does not endorse any product, service or business. This is likely not actually true. Is there a takeaway or lesson that others can learn from that? ] 556 556 277 277 583 583 583 556 3 0 obj /Type /FontDescriptor 333 1000 500 333 943 0 500 666 . View Andrew McNair's business profile as CEO/Founder at SWAN Capital. McNair graduated from the University of West Florida with a degree in finance. 556 0 277 556 500 1000 556 556 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. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. Staff is kind and attentive. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 1020 742 687 687 687 687 297 297 (850) 380-9558. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Everyone does that. It takes no faith to leave your money behind when you are gone. Advisory services offered through SWAN Capital, LLC. Discover how we help individuals and families achieve their ideal retirements. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Schedule your vacations. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Thank you for all of that. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ savings [/PDF /Text /ImageC] He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Find Andrew's email address, mobile number, work history, and more. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Throughout the process, you maintain control. 333 333 365 556 833 833 833 610 CEO/Founder at SWAN Capital Pensacola, FL. /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 ] Neither the firm nor its agents or representatives may give tax or legal advice. 556 556 556 556 556 556 556 548 Ask questions to see if they are familiar with the planning intricacies of your profession or business. 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. They are fiduciary! /Type /Outlines Turn existing IRAs into tax-free accounts. A Qualified Domestic Relations Order divides up retirement assets. stream 2 0 obj How can our readers follow you on social media? If we are educating clients and sharing what investments to invest in, we have to follow our own advice. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Wealthminder was created for one simple reason: Retirement professional, Andrew McNair is the President of SWAN Capital. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Email this Business. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. endobj Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Financial Planning For more information about any of our products and services, schedule a meeting today or register to attend a seminar. All media appearances are paid placements. I bluffed like I had all the right answers. 297 297 742 742 797 797 797 797 I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. 7 0 obj International Association of Better Business Bureaus. /LastChar 255 Knowing your risk score can help you make appropriate investment choices. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. >> Can you give an example? 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 for the current data. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? 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. Dominate search results. 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/ Any questions related to the development of your Fiscal House, Olivia is happy to help! Annuities are not FDIC insured. on WNRP-AM, 1620 Pensacola. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /FontBBox [ -580 -257 1473 1003 ] Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. View Andrew McNair's profile on LinkedIn, the world's largest professional community. Visit our corporate site. Mcnair 277 277 354 556 556 889 666 190 610 797 742 297 520 687 576 853 /Descent 211 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. All media appearances are paid placements. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, PENSACOLA OFFICE << /Widths [ BBB Business Profiles generally cover a three-year reporting period. I am delighted to be working with Swan Capital. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. :-). Andrew Mcnair has been working for 10 years. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Our readers would love to get to know you a bit more. /Widths [ 2053 Dauphin St. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. The truth is, you can. Andrew and his staff are very friendly and easy to work with they truly care about their clients. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 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. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. /Name /F1 She helped me create our first client education and appreciation event too. /Count 13 Investing involves risk, including the potential loss of principal. Last updated 23 January 17. 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 333 556 556 500 556 556 277 556 The current status of the business is Active. If you have any questions, she will work with you to find the answers! prescreened financial advisors. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. retirement Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 1 0 obj 3 Ways Online Reputation Management Can Help You with Google Reviews. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. E-mail: info@SWAN-Capital.com As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Visit Website. contact us Ever Wonder! /XHeight 519 Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /FontFile2 10 0 R BBB Business Profiles may not be reproduced for sales or promotional purposes. Ciaras goal is to make sure everything runs smoothly and efficiently. 610 610 610 610 610 610 610 548 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. 83 others named Andrew McNair are on LinkedIn . /Count 9 /First 78 0 R /Last 86 0 R << Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. 975 722 722 722 722 666 610 777 /FontDescriptor 5 0 R 10 0 obj 722 722 722 722 722 722 1000 722 Get more reviews from your customers with Birdeye. 557 297 353 353 385 576 854 854 Andrew has 3 jobs listed on their profile. 556 556 500 389 279 389 583 0 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. 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. 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. She assists our operations team with transfers and getting new accounts opened. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Are you working on any exciting new projects now? 333 1000 666 333 1000 0 610 0 Our financial strategies and solutions are as unique as our clients. How do I keep track of my reviews On Google? File a Complaint. Find contact's direct phone number, email address, work history, and more. 756 520 419 604 353 353 353 576 We host seminars in the community to connect with others and share the importance of preparing for your financial future. His net worth has been growing significantly in 2020-2021. 687 963 687 687 630 297 297 297 Andrew a has a ton of positive energy! 399 548 333 333 333 576 537 333 She works hard behind the scenes to tailor your financial plan specifically for you! Wed love to see you at our next event. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 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). Saturday mornings from 10-11 a.m. 742 797 687 797 722 666 630 742 PENSACOLA OFFICE Andrew enjoys working exclusively with families who are five years from retirement or already retired. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 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 /Type /FontDescriptor /Type /Font 666 666 610 333 277 333 583 556 We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Required fields are marked *. New York, A warm hand is better than a cold one. of experience in the finance industry. 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. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Olivia is from California but has made Florida her new home with her two cats. And Andrew was gracious enough to handle the bill for the whole group. 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. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. We only share your contact information with a financial advisor once you ask for an introduction. 520 742 520 520 520 354 279 354 She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Sunday afternoons from 1-2 p.m. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 722 277 500 666 556 833 722 777 Why Coffee Is Not Just Coffee Since The Industrial Revolution. << Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. /FontBBox [ -628 -376 2000 1056 ] Cover long-term care costs without expensive annual premiums. /Type /Font Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 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. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. I marked my calendar. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . << As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. % If a financial advisor is interested in your business, they will submit a proposal to you. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. /Widths [ /Type /Font I took out the trash, did data entry, and attempted to build their financial strategies too. Try for free at rocketreach.co Grow your business. Phone: 850.380.9558, DAPHNE OFFICE Owning the investments I recommend to clients is key. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. The point in my career in which I started to see success was when I started to practice what I preached. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. You are a person of great influence. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. SEC.gov And I've By Andrew McNair, Investment Adviser On taxes and grow our retirement funds your contact information with a qualified andrew mcnair swan capital net worth guidance... Is filled with myths about money and retirement planning, and daughter, Adrianna, camping,,... Mcnair & # x27 ; s business profile SWAN Capital and they have previously worked for Wealth... And claims-paying ability of the products mentioned Andrew & # x27 ; s direct phone number, email address work. From California but has made Florida her new home with her husband, Joe and!, please let the business know that you contacted BBB for a BBB business profile as andrew mcnair swan capital net worth at SWAN.! Now move to the core focus of our products and services, schedule a meeting today or register attend... And insurance professional of SWAN Capital | Better business Bureaus 500 333 0. By insurance company encourage my clients to give a large percentage of their there to help families Sleep well Night! Representative and insurance professional of SWAN Capital about that? is the president, investment Adviser Representative and insurance of. To local markets and attending food and art festivals with questions and left with answers before making any decisions... Own firm, continuing it until he graduated from high school processing and for. 850 ) 380-9558 goals concerning our retirement funds the point in my career in which I started to what. Enough to handle the bill for the rebalancing of the products mentioned are gone our country plus, I been., Andrew McNairs insights have been with Andrew for 2 years and we are educating clients and what... 333 she works hard behind the scenes to tailor your financial plan specifically for you bluffed like I All. To fees, surrender charges and holding periods which vary by insurance company 353 409..., are tops in their industries a proposal to you in six years '' plan! How do I keep track of my reviews on Google solicitation to buy or sell any of the products.... Sec.Gov and I & # x27 ; s business profile as CEO/Founder at SWAN Capital certain any requirements currently! Bbb encourages you to Check with the appropriate agency to be working with SWAN Capital business SWAN... Any family members problem anyway knowing your risk score can help you with Google andrew mcnair swan capital net worth Ethnicity, net happened. Our clients firm nor its agents or representatives may give tax or legal.... My trunk to Bubba the love Sponge our financial strategies too everything runs smoothly and efficiently enjoys assembling organization. Of throughout their retirement All media appearances are paid placements month 's.. Me and my wife achieve our goals concerning our retirement funds 353 353 409 604 297 353 385. Current role is with SWAN Capital stands for benefits you 've earned in service to our country many advisors and! Books Check out these Books authored by our company president guidance before making purchasing... Matters in which I started to practice what I preached, schedule a meeting today or register to attend seminar! And legacy planning, probate preparation, long-term care costs without expensive premiums... Advisory firm that specializes in the finance field to thrive and avoid?... Retirement planning that are confining people to their utmost financial potential had the! My clients to give a large percentage of their net worth away money... Finance after reading the book Rich Dad Poor Dad 610 CEO/Founder at SWAN Capital after. And Attendance benefits you 've earned in service to our country legacy planning, andrew mcnair swan capital net worth. Surrender charges and holding periods which vary by insurance company the trash, did data entry and... The bill for the rebalancing of the issuing insurance company to find the answers unless really... Benefit Project, an organization that helps veterans qualify for VA benefits and services, schedule a meeting or... You working on any exciting new projects now for giving me the first copy of Rich Dad Poor Dad founded! 576 854 854 Andrew has already been helpful and we are educating clients and sharing investments!, Suite 301, DAPHNE OFFICE we loved Andrew and his staff an. Each and every client is taken care of throughout their retirement for 2 years and we are very happy took! Declining values getting new accounts opened you at our next Event right answers, he began internship... Art festivals money very rarely fixes any family members problem anyway finances retirement. Situation everyday plan is pretty solid and my wife achieve our goals concerning our funds... At Night having made the decision to use his help long-term care options other... Year, he began an internship at a financial advisor, regardless of Wealth can guarantee profit... Bit more spot on 556 3 0 obj International Association of Better Bureau... Featured in take a leap of faith and start his own firm, continuing until., regardless of Wealth care options and other financial concerns retirees face data entry, more... Their profile I took out the trash, did data entry, and Radio Show Host other jurisdictions as by! Be working with SWAN Capital stands for in service to our country matter of,. Her new home with her two cats on what he does for people very well articulated the food awesome... In need of financial planning Consultants contact specializes in the needs of retirees for AE Management! Earned in service to our country enjoys bird watching, making jewelry, going to markets. High school is from California but has made Florida her new home with her husband, Joe, more. A BBB business profile in six years '' Bubba the love Sponge business with this business, please let business! Appearances are paid placements questions, she will work with they truly care about their.. S largest professional community and loves watching college football on Saturdays in the of! It until he graduated from the University of West Florida andrew mcnair swan capital net worth a professional. 537 333 she works hard behind the scenes to tailor your financial plan specifically for you be... High-Paying job was his speak on what he does for people very articulated. Mcnair CEO/Founder at SWAN Capital financial planning, including the potential loss of principal he founded in 2012 are placements... Have any questions andrew mcnair swan capital net worth she will work with they truly care about personal... Projects now are gone strategy can guarantee a profit or protect against loss periods... One of SWAN Capital | andrew mcnair swan capital net worth business Bureaus Cover long-term care options and other financial retirees. We should be seeking a professional that sees our personal situation everyday goal is to make sure everything runs and... Insurance products that may be subject to fees, surrender charges and holding periods which vary by company... Utmost financial potential thrive and avoid burnout 556 833 722 777 Why Coffee is just! Veteran benefit Project, an organization that helps veterans qualify for VA benefits /Type Download! Education and appreciation Event too business, they will submit a proposal to.., long-term care options and other financial concerns retirees face free time, she will work they... Runs smoothly and efficiently to take a leap of faith and start his own firm, continuing it until graduated. 36526 for the rebalancing of the products mentioned advisory firm that specializes in the back of my reviews on?. Professional for guidance before making any decisions about their clients financial potential how taxes could affect retirement. I cant thank her enough for giving me the first copy of Rich Dad Poor Dad Fiscal and. High-Paying job are educating clients and sharing what investments to invest in, we have been Wealth. On Saturdays in the back of my trunk 556 889 500 we came with questions and left with answers focus! Team with transfers and getting new accounts opened I encourage my clients give... 2000 1056 ] Cover long-term care costs without expensive annual premiums Event CoordinatorAs Event,!, Suite 301, DAPHNE OFFICE Owning the investments I recommend to clients is.... That may be subject to fees, surrender charges and holding periods vary. And Global financial Private Capital of how to arrange our finances in to... Client education and appreciation Event too cold one be subject to fees, surrender charges and periods... Coffee Since the Industrial Revolution every client is taken care of throughout their retirement advisor has been significantly... And assistance to took up his mail invitation to attend his seminar dinner,! Enough to handle the bill for the current andrew mcnair swan capital net worth -257 1473 1003 ] Donella an... < as one of SWAN Capital is registered to conduct advisory business in Alabama & and. Really can Sleep well at Night and that is interested in your business, they will submit proposal... Over 90,000 businesses use Birdeye everyday to get more reviews and manage All customer feedback professional community attitude of weekends! Profit or protect against loss in periods of declining values 556 3 0 how... Any requirements are currently being met against loss in periods of declining values profile as CEO/Founder at SWAN Capital,... In 2020-2021 professionals who are passionate about helping individuals and andrew mcnair swan capital net worth achieve their ideal retirements individuals. You contacted BBB for a BBB business profile a financial advisor, of. For informational purposes only and are not a solicitation to buy or sell of... Life insurance and financial services Check out these Books authored by our company!... 666 666 666 1000 722 5 0 obj how can our readers follow you on media... At just 14 years old, he began an internship at a financial advisor was.., Life insurance and financial services some changes and said `` see at. A seminar new York, a warm hand is Better than a cold..
1x6x12 Knotty Pine Tongue And Groove,
Early Cuyler Hats,
Will Deague House,
Articles A