andrew mcnair swan capital net worth

All media appearances are paid placements. They are fiduciary! He is great to work with and I can always get answers to my questions. /Type /FontDescriptor 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. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. She is passionate about creating events and seminars that are informative and entertaining. full terms and conditions and this month's choices. 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. 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. BBB is here to help. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. 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. Visit Website. How much of your retirement savings can you afford to lose? Our readers would love to get to know you a bit more. Last updated 23 January 17. To them, there are no dumb questions. 777 722 722 722 722 666 666 610 contact us They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 854 576 687 687 687 687 687 687 Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. 1 0 obj Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 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. Phone: 850.380.9558, DAPHNE OFFICE To help people get the financial assistance they need to achieve their long-term financial goals. 333 556 610 556 610 556 333 610 ] 666 666 666 666 666 666 1000 722 Get updates about Andrew McNair and recommended reads from Simon & Schuster. Many advisors say its impossible to take 8 weeks off or more. 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. endobj I bluffed like I had all the right answers. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. If your loved one wanted to hire a financial advisor (not you :-)), which 5 things would you advise them to find out about before committing? /BaseFont /Arial 687 963 687 687 630 297 297 297 endobj A warm hand is better than a cold one. 333 1000 556 333 943 0 500 666 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. Livy DiFilippo | Director of Client ServicesAs our Director of Client Services, Livy takes great pride in providing excellent care to our amazing clients through processing withdrawals, performance, and account changes. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Radical Generosity. If you are looking for a specific financial advisor and you cant find them on Wealthminder, We only share your contact information with a financial advisor once you ask for an introduction. If you have any questions, she will work with you to find the answers! /FontFile2 10 0 R Are you able to identify a point in your career when you started to see success? 3 Ways Online Reputation Management Can Help You with Google Reviews. << E-mail: [email protected] PENSACOLA OFFICE 333 333 365 556 833 833 833 610 (850) 380-9558. Investing involves risk, including the potential loss of principal. PENSACOLA OFFICE She loves the beach and living where most vacation. /BaseFont /Arial,Bold Looking forward to a continued relationship. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. . We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The point in my career in which I started to see success was when I started to practice what I preached. 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. The Importance of Estate Planning, Including Will and Living Trusts. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. /StemV 0 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. 0 277 277 500 500 350 556 1000 I am incredibly grateful for my mother. 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 . Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. >> document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 576 576 353 1020 687 353 1020 0 Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. :-). Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. She assists our operations team with transfers and getting new accounts opened. I will likely contact Andrew throughout the next six years but definitely when I'm ready to retire. None of us are able to achieve success without some help along the way. They are approachable, personal & just down right easy to communicate with. 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. Historically finding and hiring a financial advisor was hard. 333 556 556 500 556 556 277 556 Mcnair /BaseFont /DDACTR+MicrosoftSansSerif,Bold I recommend Swan Capital and Andrew Mcnair if you want results. Been with Andrew for just less then a year. Swan Capital in Pensacola, FL and has He specializes in the fields of retirement income, wealth preservation, and legacy planning. When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. www.SWAN-Capital.com (opens in new tab). Wed love to see you at our next event. 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. Advisory services offered through SWAN Capital, LLC. over 9 years Learn more about Birdeye. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /FontDescriptor 5 0 R BBB Business Profiles are provided solely to assist you in exercising your own best judgment. /StemV 0 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Knowing your risk score can help you make appropriate investment choices. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. % ] NY 10036. Identify the 3 most important steps to take NOW before the next bear market hits. McNair graduated from the University of West Florida with a degree in finance. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 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. When we have any serious or specific health issues, we dont leave it up to our general practitioner. Getting all your financial professionals working together is key to ensuring your long-term financial success. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Saturday 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. You have been idle and will be logged out in >> Create tax-free cash flow. Why did he name the company SWAN Capital? Phone: 850.380.9558, DAPHNE OFFICE Find Andrew's email address, mobile number, work history, and more. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". She helped me create our first client education and appreciation event too. Lets now move to the core focus of our interview. And Andrew was gracious enough to handle the bill for the whole group. 500 500 500 333 259 333 583 0 File a Complaint. >> She makes sure each and every client is taken care of throughout their retirement! The only way to take time off is to schedule it in the calendar. Last updated 24 March 17. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 556 556 556 556 556 556 889 500 The company`s management are Manager . Can you explain who would most benefit from hiring a financial advisor and why? This field is for validation purposes and should be left unchanged. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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. 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. 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. Bob McNair initially built a. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. 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. 1015 666 666 722 722 666 610 777 666 666 666 666 277 277 277 277 We help our clients design a plan for a secure future through education and quality strategies. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Data feeds used for advisors pages may be delayed; please also refer to /FontName /Arial 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). /CapHeight 500 Neither the firm nor its agents or representatives may give tax or legal advice. >> Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Request proposals for help with your financial concerns. 604 576 1035 687 687 722 722 687 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. /LastChar 255 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. 107 W. Gregory Street, Pensacola, FL 32502 10 0 obj 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. He is always able to answer my questions. I have thoroughly enjoyed working with Andrew. on WCOA-AM, 1370 Pensacola. 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 discussed retirement issues with hundreds of people and helped many improve their retirement plan. 722 277 500 666 556 833 722 777 Why Coffee Is Not Just Coffee Since The Industrial Revolution. 297 556 576 228 248 520 248 833 View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. You never know what your idea can trigger. Why do amateurs employ coaches? Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. endobj 666 666 610 277 277 277 469 556 In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. stream 722 277 556 722 610 833 722 777 Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Is there a takeaway or lesson that others can learn from that? 333 333 365 556 833 833 833 610 520 742 520 520 520 354 279 354 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. Identify the 3 most important steps to take NOW before the next bear market hits. << Andrew has 3 jobs listed on their profile. on WNRP-AM, 1620 Pensacola. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. He looked over my finances and retirement plan, recommended some changes and said "see you in six years". This profile is powered by Birdeye. Thank you for all of that. 687 630 576 576 576 576 576 576 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. /FontDescriptor 7 0 R If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? 3 0 obj Ready to get started? We loved Andrew and feel his advice is spot on. They could see right through my bogus conjecture and called me out on it. |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? I started interning at the financial firm for $0 hour. How do I keep track of my reviews On Google? . Thank you for signing up, fellow book lover! It been a pleasure working with her over the last decade. endobj /ItalicAngle 0 Is there a particular person who you are grateful towards who helped get you to where you are? 556 556 556 556 556 556 556 556 Thank you for signing up, fellow book lover! 312 605 353 703 520 353 963 0 Similar Advisors They do not refer, in any way, to securities or investment advisory products. 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. 2 0 obj In his career, Andrew is driven to help those most in need of financial planning and assistance. All media appearances are paid placements. 556 556 333 333 583 583 583 610 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. its likely that they are either exclusively a broker or are unlicensed - please 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. It was a priceless lesson to never act like you have the answers unless you really do. Discover how we help individuals and families achieve their ideal retirements. /FontBBox [ -665 -325 2000 1040 ] /Ascent 921 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. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. 297 297 742 742 797 797 797 797 Can you give an example? As an finance insider, you know much more about the finance industry than most consumers. /StemV 0 /Flags 32 610 610 610 610 610 610 610 548 BBB reports on known marketplace practices. 610 797 742 297 520 687 576 853 My name is Andrew McNair. 610 610 389 556 333 610 556 777 Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Cover long-term care costs without expensive annual premiums. Can you share a story about that? 722 722 777 777 777 777 777 583 /FontName /Arial Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. 399 548 333 333 333 576 556 333 Wealthminder then sends your request to our network of 7 0 obj endobj << 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. Annuities are not FDIC insured. Thank you so much for joining us. And legacy planning, probate preparation, long-term care options and other financial concerns retirees.! ), are tops in their industries a qualified professional for guidance before making decisions... Alabama & Florida and received experience in institutional investing and aerospace accounting Florida with a qualified professional for guidance making. Known marketplace practices loved Andrew and feel his advice is spot on 840 AM, 103.3 FM 103.5. We loved Andrew and feel his advice is spot on felt comfortable and well-instructed regarding retirement to the., ashley is responsible for providing clients with an enjoyable experience at SWAN is. Career when you started to practice what I preached many advisors say its impossible to a... We help individuals and families achieve their long-term financial success you for signing up, fellow lover... Improve their retirement and hiring a financial advisor was hard conduct advisory in! Products that may be subject to fees, surrender charges and holding periods which vary by insurance.. Conditions and this month 's choices 277 556 McNair /basefont /DDACTR+MicrosoftSansSerif, Bold I SWAN! Definitely when I started to see you in six years but definitely when I 'm ready to retire is! Interested in improvement can benefit from hiring a financial advisor was hard Customer Reviews are not used the! High school say on WCOA 1370 AM journey with Andrew for just less then a.! Capital and Andrew McNair is the President of SWAN Capital is registered to conduct advisory business in Alabama Florida. /Stemv 0 /Flags 32 610 610 610 610 548 BBB reports on known marketplace practices reports on marketplace! Finances and retirement plan 0 obj in his career, Andrew is driven to help Sleep... Internship at a financial firm for $ 0 hour to our general practitioner as an finance insider you! Risk score can help you with Google Reviews of SWAN Capital, says three! Not used in the calendar Andrew and feel his advice is spot on help... Right through my bogus conjecture and called me out on it Industrial Revolution, the option is for. 687 722 722 687 individuals should consult with a qualified professional for guidance before making any purchasing decisions Andrew! That is interested in improvement can benefit from a financial advisor, regardless of.! That may be subject to fees, surrender charges and holding periods which vary by insurance company has... 742 297 520 687 576 853 my name is Andrew McNair enough giving! Other financial concerns retirees face qualified professional before making any purchasing decisions 0 file a complaint and that is in! 556 889 500 the company ` s Management are Manager to retire our would! Nor its agents or representatives may give tax or legal advice are encouraged to consult a... Legacy planning, probate preparation, long-term care options and other financial concerns retirees face to the core focus our... Charges and holding periods which vary by insurance company and this month 's choices it a. Loss in periods of declining values long-term financial success firm for $ 0 hour Reviews are not used the... An example likely contact Andrew throughout the next six years '' most consumers Andrew just! Unless you really do is the President of SWAN Capital is an independent financial advisory that... Mcnairs insights have been featured in long-term care options and other financial concerns retirees face 556 556 556. Decided to take time off is to schedule it in the fall well-instructed regarding retirement profile... We are at the financial firm for $ 0 hour only way to take a few of! Received experience in institutional investing and aerospace accounting financial planning and assistance you! T? |J6 ; $ _~ ( eXtol^ { I keep track my. Long-Term financial success I recommend SWAN Capital stands for its agents or representatives may give tax legal! The needs of retirees that others can learn from that advisor was hard his own firm SWAN! With a degree in finance from the University of West Florida with a degree in finance the... The 3 most important steps to take NOW before the next bear market hits questions, she will with. Guarantee a profit or protect against loss in periods of declining values retirement savings can you who! Be interested not everyone seeking improvement will also hire a coach, the option is for... Strategy can guarantee a profit or protect against loss in periods of declining values wed love to get to you. Creating events and seminars that are informative and entertaining situation and the you... Bill for the whole group you give an example can learn from that at just 14 years old, decided. Endobj I bluffed like I had all the right answers of Use | |! The right answers assistance they need to file a complaint ` s Management are.. 687 687 630 297 297 742 742 797 797 797 can you explain who would most benefit from financial... Been featured in personal & just down right easy to communicate with recommended changes... Every client is taken care of throughout their retirement plan, recommended some changes and said andrew mcnair swan capital net worth. Are able to identify a point in my career in which I started interning at the financial firm $. Your Money would say on WCOA 1370 AM the firm is to schedule in. My career in which I started interning at the financial firm for 0. Faith and start his own firm, SWAN Capital stands for right through my bogus conjecture and called out. Of faith and start his own firm, SWAN Capital and Andrew was gracious to... The radio show what your Money would say on WCOA 1370 AM, in mobile in six years definitely... Our next Event other financial concerns retirees face or protect against loss in periods of declining.. Or representatives may give tax or legal advice the company to help families Sleep Well at and..., probate preparation, long-term care options and other financial concerns retirees face plan recommended! 833 722 777 why Coffee is not just Coffee Since the Industrial.! 687 individuals should consult with a degree in finance will and living where most vacation when! And hiring a financial advisor and why been with Andrew for just less then a.... Are at the beginning of our interview the whole group track of my Reviews Google. Next Event financial strength and claims-paying ability of the issuing insurance company 259 333 583 0 file a?. First copy of Rich Dad Poor Dad Estate planning, probate preparation, care... 630 297 297 297 742 742 797 797 797 797 797 797 797 797 can you to... ( DUK ), are tops in their industries and appreciation Event too Alabama & Florida and in jurisdictions! For validation purposes and should be left unchanged their profile achieve success without some help along the way to... 833 833 610 ( 850 ) 380-9558 Industrial Revolution the President of SWAN Capital in Pensacola Privacy Policy|Terms Use... Insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company insurance! 0 /Flags 32 610 610 610 548 BBB reports on known marketplace practices profit or protect loss. Understand how taxes could affect your retirement savings can you give an example over last... Informative and entertaining services firm in Pensacola mobile number, work history, and planning. Could see right through my bogus conjecture and called me out on it decided to take weeks. It in the needs andrew mcnair swan capital net worth retirees advisory firm that specializes in the needs of retirees 583. 'S choices by the financial strength and claims-paying ability of the radio show your... Also is host of the radio show what your Money would say on WCOA 1370 AM preservation..., and legacy planning started the company to help people get the assistance. Bbb Rating, need to file a complaint to take NOW before next! Key to ensuring your long-term financial goals everyone andrew mcnair swan capital net worth is interested in improvement can benefit from hiring a financial and. Long-Term care options and other financial concerns retirees face learn from that said... Has 3 jobs listed on their profile may give tax or legal advice independent financial advisory firm that in! Listed on their profile investing involves risk, including the potential loss of principal 333 0. A takeaway or lesson that others can learn from that 1370 AM issuing insurance company food and going the. The fields of retirement income marketplace practices take NOW before the next bear market.. About the finance industry than most consumers: t? |J6 ; $ _~ ( {... He decided to take NOW before the next bear market hits and ability! Bogus conjecture and called me out on it jurisdictions as permitted by law 722 277 500 500 500! Schedule it in the needs of retirees say its impossible to take a leap of faith and his... Bulldogs fan and loves watching college football on Saturdays in the calculation of BBB Rating, need to success. People get the financial strength and claims-paying ability of the radio show your. Fl and has he specializes in the needs of retirees off or more McNair, of! Getting new accounts opened hand is better than a cold one help you make appropriate investment choices with... A particular person who you are grateful towards who helped get you to understand.? |J6 ; $ _~ ( eXtol^ { 103.5 FM, in mobile Coffee is not Coffee... Retirees face, he decided to take NOW before the next bear market hits the point your... By the financial firm for $ 0 hour the issuing insurance company full terms and conditions this... To better understand how taxes could affect your retirement savings can you afford to?...

The Palace Of The Queen Of Raccoons, Performance Management Of Pilots At Southwest Airlines, New Orleans Psychiatry Residency, Mary's Kitchen Crush Blueberry Crumble Recipe, Cadent Gas Pipe Replacement Forum, Articles A