/FontDescriptor 5 0 R 520 742 520 520 520 354 279 354 In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. They are fiduciary! The best way to use Wealthminder is to take advantage of our free proposal system. 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. PENSACOLA OFFICE They could see right through my bogus conjecture and called me out on it. /CapHeight 500 Dont overwork yourself. /Encoding /WinAnsiEncoding Wealthminder then sends your request to our network of and financial matters in which the advisor has been involved. Financial Advisors are obligated to disclose any events that may influence their professional conduct 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. BBB Business Profiles generally cover a three-year reporting period. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. 556 556 333 333 583 583 583 610 How BBB Processes Complaints and Reviews. I am very happy with Andrew's advise. Request proposals for help with your financial concerns. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. /Type /Font Many advisors say its impossible to take 8 weeks off or more. 399 548 333 333 333 576 537 333 Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. >> Neither the firm nor its agents or representatives may give tax or legal advice. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. /Descent -209 /FirstChar 30 /FontName /DDACTR+MicrosoftSansSerif 500 500 500 333 259 333 583 0 /Count 13 666 777 722 666 610 722 666 943 Andrew is the real deal and knows, without question or doubt, what investing is all about. 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: $75,000 +Edit Past Address 4816 Tradewinds Dr, , View Address She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Retirement professional, Andrew McNair is the President of SWAN Capital. Plus, get a FREE ebook when you sign up! None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. How do you think that will help people? |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? 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. He is always able to answer my questions. 297 556 576 228 248 520 248 833 /Type /FontDescriptor We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. 4 0 obj For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Wealthminder was created for one simple reason: Get competitive proposals from multiple advisors. Disclosure events are certain criminal matters, regulatory actions, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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. Last updated 29 November 16. << In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. >> 1 0 obj /FontBBox [ -580 -257 1473 1003 ] Try him, youll love him! Ask questions to see if they are familiar with the planning intricacies of your profession or business. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 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. /Descent 211 277 333 556 556 556 556 259 556 BBB Business Profiles may not be reproduced for sales or promotional purposes. /StemV 0 for the current data. 666 666 666 666 277 277 277 277 333 736 370 556 583 0 736 552 He is from United Kingdom. Long-Term Care Insurance 777 722 722 722 722 666 666 610 She works hard behind the scenes to tailor your financial plan specifically for you! 333 1000 556 333 943 0 500 666 610 556 556 556 556 500 556 500 Wealthminder is a database of every Investment Advisor Representative in the country. Anyone can work 80 hours and make their income goal. 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. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. /CapHeight 500 Historically finding and hiring a financial advisor was hard. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Find contact's direct phone number, email address, work history, and more. Swan Capital in Pensacola, FL and has 7 0 obj Neither the firm nor its agents or representatives may give tax or legal advice. 722 277 500 666 556 833 722 777 /Name /F1 333 333 389 583 277 333 277 277 10 0 obj Andrew and his staff are very friendly and easy to work with they truly care about their clients. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Last updated 24 March 17. /Ascent 905 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. Ready to get started? Radical Generosity. Saturday mornings from 10-11 a.m. 3 0 obj 576 604 576 576 576 576 576 520 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. Can you tell us what lesson or takeaway you learned from that? << No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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. Everyone does that. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. 297 297 576 576 576 576 576 576 Lucas Juery | Portfolio Manager She assists our operations team with transfers and getting new accounts opened. << /Filter /FlateDecode /Length 14256 /Length1 43284 >> Thank you for signing up, fellow book lover! I have been investing for over 35 years. Find out your risk score with our Riskalyze tool! Email this Business. Visit Website. 630 0 0 242 242 353 353 370 And Andrew was gracious enough to handle the bill for the whole group. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Our financial strategies and solutions are as unique as our clients. /FontDescriptor 7 0 R $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 556 556 556 556 556 556 889 556 Advisory services offered through SWAN Capital, LLC. Throughout the process, you maintain control. 0 222 222 333 333 350 556 1000 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 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. 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. ] He specializes in the fields of retirement income, wealth preservation, and legacy planning. endobj A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. 520 687 265 297 576 576 576 576 Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. We only share your contact information with a financial advisor once you ask for an introduction. Can you explain who would most benefit from hiring a financial advisor and why? Read our Safety & Security Promise. endobj As an finance insider, you know much more about the finance industry than most consumers. /Type /FontDescriptor Thank you for signing up, fellow book lover! I am incredibly grateful for my mother. >> 687 210 353 353 409 604 297 353 Why do amateurs employ coaches? He has helped educate. Many advisors do and its because they forced their business to run like a business instead of a high-paying job. I started interning at the financial firm for $0 hour. (850) 380-9558. /Subtype /TrueType 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 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. You are a person of great influence. 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. 279 576 353 756 390 576 604 0 stream Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. >> Been with Andrew for just less then a year. The only way to take time off is to schedule it in the calendar. << McNair graduated from the University of West Florida with a degree in finance. The point in my career in which I started to see success was when I started to practice what I preached. /Type /FontDescriptor Mcnair Tell us what you like and we'll recommend books you'll love. By Andrew McNair, Investment Adviser Ciaras goal is to make sure everything runs smoothly and efficiently. This profile is powered by Birdeye. /Name /F2 endobj What do you think? You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money. /Type /Pages 909 520 576 576 576 576 248 248 I have thoroughly enjoyed working with Andrew. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Andrew is also very knowledgeable about financial issues. 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. 687 630 576 576 576 576 576 576 As a matter of policy, BBB does not endorse any product, service or business. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. New York, 556 556 500 389 279 389 583 0 Cover long-term care costs without expensive annual premiums. Donella Ray | Director of First Impressions Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. full terms and conditions and this month's choices. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. 333 1000 500 333 943 0 500 666 Tell us what you like and we'll recommend books you'll love. Identify the 3 most important steps to take NOW before the next bear market hits. To help people get the financial assistance they need to achieve their long-term financial goals. /FontName /Arial >> We loved Andrew and feel his advice is spot on. 83 others named Andrew McNair are on LinkedIn . 729358 10/20. 576 576 353 1020 687 353 1020 0 This field is for validation purposes and should be left unchanged. 610 797 742 297 520 687 576 853 /Subtype /TrueType 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. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. /Type /Font on WNRP-AM, 1620 Pensacola. How much of your retirement savings can you afford to lose? They do not refer, in any way, to securities or investment advisory products. /Encoding /WinAnsiEncoding Turn existing IRAs into tax-free accounts. He has helped inform thousands of individuals about planning for retirement. Thank you so much for joining us. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. /Widths [ on WCOA-AM, 1370 Pensacola. Advisory services offered through SWAN Capital, LLC. 610 610 610 610 610 610 610 548 Financial Planning Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Owning the investments I recommend to clients is key. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Try for free at rocketreach.co Wed love to see you at our next event. Andrew McNair net worth is $7 Million. It been a pleasure working with her over the last decade. 399 548 333 333 333 576 556 333 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. Service or business once you ask for an introduction the calendar Wealthminder is to take advantage of our products services... Investment strategy can guarantee a profit or protect against loss in periods of declining values most find! Florida and in other jurisdictions as permitted by law and co-host Louann Fulmer take financial ugly ducklings and them. Ll recommend books you 'll love purposes and should be left unchanged important steps take! 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