Can you give an example or story for each? Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. I am incredibly grateful for my mother. /FontName /Arial Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. When you purchase through links on our site, we may earn an affiliate commission. 4 0 obj Andrew McNair | President. /BaseFont /Arial 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. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /Widths [ He has helped inform thousands of individuals about planning for retirement. How much of your retirement savings can you afford to lose? Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Find contact's direct phone number, email address, work history, and more. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Visit our corporate site. Wealthminder was built to make the process much easier. /Count 9 /First 78 0 R /Last 86 0 R When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. Donella Ray | Director of First Impressions << Discover how we help individuals and families achieve their ideal retirements. Get updates about Andrew McNair and recommended reads from Simon & Schuster. We came with questions and left with answers. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. savings 556 556 556 556 556 556 889 500 Mcnair This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. Who do you specialize in working with? I marked my calendar. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /XHeight 519 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. stream . Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. I am very happy with Andrew's advise. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. While not everyone seeking improvement will also hire a coach, the option is available for all should they be interested. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. endobj 557 297 353 353 385 576 854 854 Ciaras goal is to make sure everything runs smoothly and efficiently. All media appearances are paid placements. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Well guide you through the process. 722 722 722 722 722 722 1000 722 Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. Owning the investments I recommend to clients is key. She works hard behind the scenes to tailor your financial plan specifically for you! They are fiduciary! Last updated 29 November 16. 756 520 419 604 353 353 353 576 Phone: 850.380.9558, DAPHNE OFFICE 687 630 576 576 576 576 576 576 6 0 obj 556 556 500 389 279 389 583 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. /CapHeight 500 777 722 722 722 722 666 666 610 None of us are able to achieve success without some help along the way. To them, there are no dumb questions. Create tax-free cash flow. Andrew has 3 jobs listed on their profile. 666 666 610 277 277 277 469 556 Staff is kind and attentive. 576 576 576 576 297 297 604 604 Easy, done. 556 0 277 556 500 1000 556 556 Andrew and his staff are very friendly and easy to work with they truly care about their clients. Future US, Inc. Full 7th Floor, 130 West 42nd Street, retirement By Andrew McNair, Investment Adviser /Name /F3 Wealthminder was created for one simple reason: 742 797 687 797 722 666 630 742 How do you think that will help people? Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 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 /FontBBox [ -628 -376 2000 1056 ] /Ascent 905 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Did you start doing anything different? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Find out your risk score with our Riskalyze tool! 333 333 389 583 277 333 277 277 contact us Email this Business. /Descent 211 Getting all your financial professionals working together is key to ensuring your long-term financial success. 333 1000 666 333 1000 0 610 0 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking We should be seeking a professional that sees our personal situation everyday. 277 277 354 556 556 889 666 190 For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. It was a priceless lesson to never act like you have the answers unless you really do. 297 297 742 742 797 797 797 797 333 556 610 556 610 556 333 610 Investing involves risk, including the potential loss of principal. Andrew is the real deal and knows, without question or doubt, what investing is all about. /LastChar 255 2 0 obj They could see right through my bogus conjecture and called me out on it. 520 687 265 297 576 576 576 576 /CapHeight 500 SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. 556 556 556 556 556 556 889 556 Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. 610 610 610 610 610 556 610 556 SEC.gov NY 10036. /Encoding /WinAnsiEncoding 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 I recommend Swan Capital and Andrew Mcnair if you want results. Dont overwork yourself. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 687 210 353 353 409 604 297 353 They do not refer, in any way, to securities or investment advisory products. As an finance insider, you know much more about the finance industry than most consumers. 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. 277 333 556 556 556 556 259 556 View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. The Importance of Estate Planning, Including Will and Living Trusts. Be the first to review! In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? If you are looking for a specific financial advisor and you cant find them on Wealthminder, Grow your business. Swan Capital in Pensacola, FL and has Phone: 850.380.5137 Annuities are not FDIC insured. % The company`s management are Manager . If a financial advisor is interested in your business, they will submit a proposal to you. Will your legacy be a benefit or a burden to your loved ones? Pensacola, Florida. Turn existing IRAs into tax-free accounts. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. 500 500 500 333 259 333 583 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. 3 Ways Online Reputation Management Can Help You with Google Reviews. It takes no faith to leave your money behind when you are gone. 777 722 722 722 722 666 666 610 Get Directions. Latest articles by Andrew McNair, Investment Adviser. 556 0 222 556 333 1000 556 556 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. She loves the beach and living where most vacation. New York, As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Data feeds used for advisors pages may be delayed; please also refer to How can our readers follow you on social media? Knowing your risk score can help you make appropriate investment choices. Thank you so much for joining us. All media appearances are paid placements. 333 1000 556 333 943 0 500 666 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. << its likely that they are either exclusively a broker or are unlicensed - please 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/ 610 610 389 556 333 610 556 777 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 I have thoroughly enjoyed working with Andrew. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 630 0 0 242 242 353 353 370 Tell us what you like and we'll recommend books you'll love. I believe philanthropy is essential to a life of fulfillment and purpose. Thank you for signing up, fellow book lover! Thank you so much for doing this with us! Last updated 24 March 17. Not only was his speak on what he does for people very well articulated the food was awesome too! Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. 5 0 obj document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance 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. >> E-mail: info@SWAN-Capital.com 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. /BaseFont /Arial,Bold %PDF-1.3 Annuities are not FDIC insured. 3 0 obj When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Ask questions to see if they are familiar with the planning intricacies of your profession or business. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. 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). /FontFile2 10 0 R 604 576 1035 687 687 722 722 687 Nordstrom Andrew. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Andrew Mcnair has been working for 10 years. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Everyone does that. We loved Andrew and feel his advice is spot on. 83 others named Andrew McNair are on LinkedIn . 975 722 722 722 722 666 610 777 556 556 556 556 277 277 277 277 Our readers would love to get to know you a bit more. /Count 13 What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". And Andrew was gracious enough to handle the bill for the whole group. I went to see Andrew because I am getting closer to retirement and wanted to see what parts of my own retirement planning were good and what parts were not so good. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. Ok. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. 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. /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 ] Retirement income investments i recommend to clients is key to ensuring your financial! 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