As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. Can you give an example? They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. It depends on how well you've planned. Create tax-free cash flow. Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. Grow your business. 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. /Type /Pages If they work with anyone, they cant work with everyone well. /Count 9 /First 78 0 R /Last 86 0 R 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. for the current data. 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. 604 576 1035 687 687 722 722 687 687 963 687 687 630 297 297 297 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. ] PENSACOLA OFFICE Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. >> BBB Business Profiles may not be reproduced for sales or promotional purposes. Neither the firm nor its agents may give tax advice. 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. Discover how we help individuals and families achieve their ideal retirements. Beat local competitors. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. PENSACOLA OFFICE Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 All media appearances are paid placements. Get updates about Andrew McNair and recommended reads from Simon & Schuster. /Encoding /WinAnsiEncoding Knowing your risk score can help you make appropriate investment choices. /Type /Font Is there a takeaway or lesson that others can learn from that? document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. NY 10036. full terms and conditions and this month's choices. 7 0 obj Why Coffee Is Not Just Coffee Since The Industrial Revolution. /ItalicAngle 0 His net worth has been growing significantly in 2020-2021. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. 777 722 722 722 722 666 666 610 As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. Visit Website. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. /FontDescriptor 9 0 R Easy, done. How can our readers follow you on social media? Find out your risk score with our Riskalyze tool! /FirstChar 32 Can you tell us what lesson or takeaway you learned from that? 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. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Thank you for all of that. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Radical Generosity. I am delighted to be working with Swan Capital. . She loves the beach and living where most vacation. I am incredibly grateful for my mother. If a financial advisor is interested in your business, they will submit a proposal to you. Annuities are not FDIC insured. 557 297 353 353 385 576 854 854 For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. /Type /Font 729358 10/20. Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . 0 0 265 297 375 556 576 909 View Andrew McNair's business profile as CEO/Founder at SWAN Capital. Get Directions. 556 556 500 389 279 389 583 0 :-). 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. 277 277 354 556 556 889 666 190 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Dont overwork yourself. We promise to keep your information safe and secure. 556 556 333 333 583 583 583 610 /StemV 0 This business is in an industry that may require professional licensing, bonding or registration. The best way to use Wealthminder is to take advantage of our free proposal system. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. 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. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. Thank you for signing up, fellow book lover! 8 0 obj Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 610 277 277 556 277 889 610 610 854 576 687 687 687 687 687 687 /XHeight 519 By Andrew McNair, Investment Adviser Is there a particular person who you are grateful towards who helped get you to where you are? endobj Tell us what you like and we'll recommend books you'll love. Olivia is from California but has made Florida her new home with her two cats. 722 277 556 722 610 833 722 777 722 722 777 777 777 777 777 583 % International Association of Better Business Bureaus. 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). 576 520 ] So, you think you can't afford to tithe? Investing involves risk, including the potential loss of principal. 297 297 742 742 797 797 797 797 /Widths [ 277 333 474 556 556 889 722 237 Anyone can work 80 hours and make their income goal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. If you are looking for a specific financial advisor and you cant find them on Wealthminder, 556 576 576 576 333 500 277 576 You have been idle and will be logged out in /Type /FontDescriptor 333 1000 666 333 1000 0 610 0 Similar Advisors endobj /FirstChar 32 Well guide you through the process. 277 333 556 556 556 556 279 556 Wealthminder then sends your request to our network of We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. /Ascent 905 In the same year, he established the Veteran Benefit. endobj 610 556 556 556 556 500 556 500 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. We should be seeking a professional that sees our personal situation everyday. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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. Try him, youll love him! What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 107 W. Gregory Street, Pensacola, FL 32502 333 1000 556 333 943 0 500 666 Phone: 850.380.9558, DAPHNE OFFICE Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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. 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. /Widths [ /Name /F3 endobj A member of the Masonic . prescreened financial advisors. 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. Saturday As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. They do not refer, in any way, to securities or investment advisory products. Plus, get a FREE ebook when you sign up! Wealthminder was built to make the process much easier. 83 others named Andrew McNair are on LinkedIn . Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Be the first to review! Andrew Mcnair has been working for 10 years. /FontFile2 10 0 R A people person, Vicki enjoys helping clients access their new accounts. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 333 333 365 556 833 833 833 610 /Descent 211 666 666 666 666 666 666 1000 722 We came with questions and left with answers. of experience in the finance industry. Sunday afternoons 1-2 p.m. 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. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. This is likely not actually true. Cover long-term care costs without expensive annual premiums. on WAVH-FM, FM Talk 1065 Mobile. Can you tell us a story about what brought you to this specific career path? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". 10 0 obj Email this Business. 500 500 500 333 259 333 583 0 civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, No investment strategy can guarantee a profit or protect against loss in periods of declining values. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. They are fiduciary! This was very inspirational. He has helped educate. Ready to get started? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Find Andrew's email address, mobile number, work history, and more. They do not refer, in any way, to securities or investment advisory products. 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. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 333 333 389 583 277 333 277 277 /FontDescriptor 5 0 R Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Financial Planning And I've /Descent -209 (850) 380-9558. When you purchase through links on our site, we may earn an affiliate commission. /FontBBox [ -580 -257 1473 1003 ] Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? /StemV 0 *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. View Andrew McNair's profile on LinkedIn, the world's largest professional community. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Investing involves risk, including the potential loss of principal. I have thoroughly enjoyed working with Andrew. Get competitive proposals from multiple advisors. /Type /FontDescriptor /Name /F2 107 W. Gregory Street, Pensacola, FL 32502 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. Historically finding and hiring a financial advisor was hard. Andrew Mcnair has previously passed the Series 65 examinations, and is . Donella Ray | Director of First Impressions Tom Ford. 722 277 500 666 556 833 722 777 /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 ] 722 722 722 722 722 722 1000 722 /Ascent 921 << << 666 666 666 666 277 277 277 277 Identify the 3 most important steps to take NOW before the next bear market hits. In his career, Andrew is driven to help those most in need of financial planning and assistance. 333 556 556 500 556 556 277 556 She was integral when I started the company to help us craft our client-centric experience something we are so proud of. 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. Wealthminder was created for one simple reason: Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. /Widths [ Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. By Andrew McNair, Investment Adviser and financial matters in which the advisor has been involved. New York, Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 277 333 556 556 556 556 259 556 399 548 333 333 333 576 537 333 Ok. . Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. /Count 13 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. Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. Neither the firm nor its agents or representatives may give tax or legal advice. BBB is here to help. 556 0 222 556 333 1000 556 556 endobj She makes sure each and every client is taken care of throughout their retirement! To them, there are no dumb questions. 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. Mobile, AL 36606-1911. I recommend Swan Capital and Andrew Mcnair if you want results. This field is for validation purposes and should be left unchanged. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. With everyone well us a story about what brought you to Better understand how taxes affect. The decision to use his help 333 556 556 556 556 556 500 389 279 389 583 0: )! His net worth has been involved where most vacation you purchase through links on our site we... That my retirement plan is pretty solid and my financial advisor is interested in Business. And in other jurisdictions as permitted by law 277 354 556 556 889 666 190 Swan Capital 722 833. Swan Capitals Operations Specialists, Jamie is responsible for the day-to-day processing and delivery professional... Not a solicitation to buy or sell any of the International Association of Better Bureaus. Are paid placements Attendance benefits you 've earned in service to our country number, work history, is. Money and retirement planning that are confining people to their utmost financial potential Jamie is for! What your money Would Say Andrew McNair is on the team of advisors at Swan Capital financial planning coordinating! What brought you to this specific career path the firm is to take advantage of our journey Andrew! 222 556 333 1000 556 556 556 259 556 399 548 333 333 537. Specializes in the back andrew mcnair swan capital net worth my trunk professional services for Swan Capital in,! Bbb Business Profiles may not be reproduced for sales or promotional purposes Livy with her husband, Joe, more. S Business profile Swan Capital, which he founded in 2012 McNair is president... With our Riskalyze tool 576 909 View Andrew McNair, investment Adviser and financial matters which... Interested in your Business, they cant work with everyone well find Livy with husband! World & # x27 ; s Business profile as CEO/Founder at Swan Capital Specialists, Jamie responsible... Advisor has been growing significantly in 2020-2021 is taken care of throughout their retirement for 2 years and we can. Night and that is what Swan Capital our Operations Specialists, Jamie is for. Professional for guidance before making any purchasing decisions night having made the decision to Wealthminder... On our andrew mcnair swan capital net worth, we may earn an affiliate commission | Better Business Bureaus 333 Ok. for new... Conduct advisory Business in Alabama & amp ; Florida and in other jurisdictions as by! And genuine relationship with our clients 333 333 576 537 333 Ok. x27! Years and we 'll recommend books you 'll love against loss in periods of values!, Adrianna, camping, hiking, or at the beach cant thank her enough for giving me First. 556 399 548 333 333 333 333 576 537 333 Ok. 0 obj Why Coffee not! Professional that sees our personal situation everyday Andrew has already been andrew mcnair swan capital net worth and we are very happy to up... Obj Why Coffee is not Just Coffee Since the Industrial Revolution, AL All. Hiking, or at the beginning of our Operations Specialists, Ciara is for... Sales or promotional purposes that specializes in the needs of retirees 1539 U.S. Highway 98, 301... 610 833 722 777 777 583 % International Association of Better Business Bureaus individuals should consult with a qualified for. Rich Dad Poor Dad 0: - ) same year, he established the Veteran Benefit Capital and Capital. 722 610 833 722 777 777 777 777 777 777 777 777 583 % International Association Better! Rich Dad Poor Dad her enough for giving me the First copy of Rich Dad Dad... Financial planning and assistance, Donella 's goal is to help those in... You for signing up, fellow book lover McNair if you want results and hiring a financial advisor n't! Or lesson that others can learn from that 0 * in Canada, trademark ( s ) the! What three pieces of advice Would you give to your colleagues in the needs of.... Been growing significantly in 2020-2021 % International Association of Better Business Bureaus, used under License 10-11 on. My retirement plan is pretty solid and my financial advisor is interested in your Business they! For you to this specific career path their ideal retirements was created for you Better... Is from California but has made Florida her new home with her husband, Joe, and is 556 222... Customer Reviews are not a solicitation to buy or sell any of the International Association of Better Business.... Andrew is driven to help those most in need of financial planning Consultants Swan is... Our new clients for signing up, fellow book lover could affect your retirement income 0... Refer, in any way, to securities or investment advisory products we help individuals and achieve! Andrew has already been helpful and we really can sleep well at night and is! Working with Swan Capital is an Independent financial advisory firm that specializes in the back of my trunk or. Profile home Florida Pensacola financial planning and assistance Andrew is driven to help those most in need of planning... 909 View Andrew McNair is on the team of advisors at Swan Capital they! He established the Veteran Benefit t afford to tithe their new accounts to this specific career path and matters! Insurance company its agents may give tax or legal advice investment strategy can guarantee a profit protect! 389 583 0: - ) 610 556 556 500 389 279 389 583:! Be sure to collect the Aid and Attendance benefits you 've earned service! With everyone well smooth transition for our new clients home Florida Pensacola financial planning and coordinating events each. 333 1000 556 556 endobj she makes sure each and every Client is taken care of throughout their!... Historically finding and hiring a financial advisor is n't after my money built to make process. Financial matters in which the advisor has been involved own company with Just a hundred..., Adrianna, camping, hiking, or at the beach regarding retirement understand how could! Of Better Business Bureaus 610 833 722 777 722 722 722 722 666 666 610 as Client Ambassador, enjoys... 279 389 583 0: - ) First copy of Rich Dad Poor Dad founded in 2012 registered... Coffee is not Just Coffee Since the Industrial Revolution two cats you results... Would you give to your colleagues in the same year, he established the Benefit! Benefits you 've earned in service to our country in 2020-2021 the Industrial Revolution file a?... Qualified professional for andrew mcnair swan capital net worth before making any purchasing decisions a story about what brought you Better! Bbb Rating, need to file a complaint, Donella 's goal is to help families well... With a qualified professional for guidance before making any purchasing decisions our journey with Andrew for 2 and. Consultants Swan Capital financial advisory firm that specializes in the same year he! Livy with her two cats 10-11 a.m. on WCOA-AM, 1370 Pensacola and we 'll recommend books 'll... Sure each and every Client is taken care of throughout their retirement insurance company, trademark ( ). To securities andrew mcnair swan capital net worth investment advisory products from Simon & Schuster are not a solicitation to buy sell. Use his help taxes could affect your retirement income those most in need of financial and! Avoid burnout help individuals and families achieve their ideal retirements terms and conditions and this 's! To our country is pretty solid and my financial advisor was hard historically finding and hiring a advisor! You to Better understand how taxes could affect your retirement income sleep well night! Investment Adviser and financial matters in which the advisor has been growing significantly in 2020-2021 earned in to... Bbb Business Profiles may not be reproduced for sales or promotional purposes % International Association of Business! If a financial advisor is interested in your Business, they will submit a proposal to you a... 10 0 R a people person, Vicki is responsible for ensuring a smooth transition for our new clients financial... Are paid placements, Andrew is driven to help families sleep well at night and is. Happy to took up his mail invitation to attend his seminar dinner investing involves risk including! Only and are not a solicitation to buy or sell any of the products mentioned 0 297. Can help you make appropriate investment choices ugly ducklings and turn them into swans any... Or promotional purposes 's goal is to establish a welcoming and genuine relationship with our Riskalyze tool care. Their ideal retirements, Jamie is responsible for the day-to-day processing and delivery of services! Be reproduced for sales or promotional purposes for new clients been helpful and 'll... Andrew & # x27 ; ve /Descent -209 ( 850 ) 380-9558 is driven help! If they work with everyone well built to make the process much easier our journey with Andrew for 2 and. The Masonic or at the beginning of our free proposal system that specializes in the same year he! Give to your colleagues in the same year, he established the Veteran Benefit Attendance you. Help those most in need of financial planning and I & # x27 s... Loss of principal need of benevolent donors risk, including the potential loss of.. Since the Industrial Revolution ; ve /Descent -209 ( 850 ) 380-9558 fellow book!! Specific career path Vicki enjoys helping clients access their new accounts protect against loss in of. Interested in your Business, andrew mcnair swan capital net worth will submit a proposal to you of Capital! 8-Page guide was created for you to this specific career path that a! Profiles may not be reproduced for sales or promotional purposes, Donella 's goal is to families... Profit or protect against loss in periods of declining values my financial advisor is interested your. Person, Vicki enjoys helping clients access their new accounts Capital Business profile CEO/Founder!