Why did he name the company SWAN Capital? Mcnair Andrew has 3 jobs listed on their profile. 610 610 610 610 610 610 610 548 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? BBB Business Profiles may not be reproduced for sales or promotional purposes. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. 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. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. >> Ok. None of us are able to achieve success without some help along the way. 557 297 353 353 385 576 854 854 African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking 0 222 222 333 333 350 556 1000 We loved Andrew and feel his advice is spot on. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. This profile is powered by Birdeye. She helped me create our first client education and appreciation event too. She makes sure each and every client is taken care of throughout their retirement! 610 556 556 556 556 500 556 500 He looked over my finances and retirement plan, recommended some changes and said "see you in six years". on WNRP-AM, 1620 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. Olivia is from California but has made Florida her new home with her two cats. We help our clients design a plan for a secure future through education and quality strategies. Will your legacy be a benefit or a burden to your loved ones? << /Filter /FlateDecode /Length 14256 /Length1 43284 >> 8 0 obj 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Andrew McNair net worth is $7 Million. 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. << Been with Andrew for just less then a year. 556 556 277 277 583 583 583 556 604 0 576 0 297 576 411 585 In the same year, he established the Veteran Benefit. 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. full terms and conditions and this month's choices. 722 722 777 777 777 777 777 583 Ever Wonder! Knowing your risk score can help you make appropriate investment choices. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 576 576 576 576 297 297 604 604 /Descent -209 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. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Its the same idea when hiring an advisor. I took out the trash, did data entry, and attempted to build their financial strategies too. Long-Term Care Insurance >> We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. Andrew enjoys working exclusively with families who are five years from retirement or already retired. 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. All media appearances are paid placements. How BBB Processes Complaints and Reviews. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. 333 556 556 500 556 556 277 556 To them, there are no dumb questions. /StemV 0 Not only was his speak on what he does for people very well articulated the food was awesome too! 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. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, /FirstChar 32 Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . The only way to take time off is to schedule it in the calendar. File a Complaint. They do not refer, in any way, to securities or investment advisory products. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Wealthminder is a database of every Investment Advisor Representative in the country. As an finance insider, you know much more about the finance industry than most consumers. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. /Widths [ %PDF-1.3 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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. /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 ] /Type /Outlines Ciaras goal is to make sure everything runs smoothly and efficiently. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? No investment strategy can guarantee a profit or protect against loss in periods of declining values. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 610 797 742 297 520 687 576 853 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. Turn existing IRAs into tax-free accounts. 333 333 389 583 277 333 277 277 /FontName /DDACTR+MicrosoftSansSerif 1020 742 687 687 687 687 297 297 /Type /FontDescriptor New York, A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. Can you share a story about that? Identify the 3 most important steps to take NOW before the next bear market hits. of experience in the finance industry. Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. Radical Generosity. They are fiduciary! They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Phone: 850.380.5137 . In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. for the current data. 399 548 333 333 333 576 537 333 His net worth has been growing significantly in 2020-2021. The company`s management are Manager . They do not refer, in any way, to securities or investment advisory products. NY 10036. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. The Importance of Estate Planning, Including Will and Living Trusts. We came with questions and left with answers. 556 556 556 556 556 556 556 556 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. 975 722 722 722 722 666 610 777 Dominate search results. endobj Neither the firm nor its agents may give tax advice. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. Sunday afternoons from 1-2 p.m. (850) 380-9558. CEO/Founder at SWAN Capital Pensacola, FL. /FirstChar 32 >> 722 277 556 722 610 833 722 777 687 963 687 687 630 297 297 297 Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. This is likely not actually true. 576 576 353 1020 687 353 1020 0 I have thoroughly enjoyed working with Andrew. Request proposals for help with your financial concerns. Andrew S. McNair at Swan Capital | Wealthminder Wealthminder Pensacola, FL Claim this page Andrew McNair CRD Number: 6182740 Current Firm: Swan Capital Andrew McNair (CRD# 6182740) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 9 years of experience in the finance industry. You have been idle and will be logged out in Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. BBB Business Profiles are subject to change at any time. 604 576 1035 687 687 722 722 687 Can you tell us what lesson or takeaway you learned from that? What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 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. 556 0 222 556 333 1000 556 556 Visit Website. /CapHeight 500 Future US, Inc. Full 7th Floor, 130 West 42nd Street, 2 0 obj David Bromstads Wiki Biography, Ethnicity, Net What happened to Bubba the Love Sponge? Turn existing IRAs into tax-free accounts. Staff is kind and attentive. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. prescreened financial advisors. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Try him, youll love him! Andrew Mcnair is very knowledgeable of how to arrange our finances in order to save on taxes and grow our retirement funds. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. BBB reports on known marketplace practices. 556 556 556 556 556 556 556 548 /FirstChar 30 687 630 576 576 576 576 576 576 666 666 666 666 277 277 277 277 Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. How do you think that will help people? 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 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 . Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . So, how much is Andrew McNair worth at the age of 42 years old? /Flags 32 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. 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. 722 722 722 722 722 722 1000 722 Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. /BaseFont /Arial Thank you so much for joining us. 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. /Count 9 /First 78 0 R /Last 86 0 R We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. 277 277 354 556 556 889 666 190 What do you think? << /FontDescriptor 7 0 R 297 297 576 576 576 576 576 576 Annuities are not FDIC insured. Ask questions to see if they are familiar with the planning intricacies of your profession or business. /Widths [ Phone: 850.380.9558, DAPHNE OFFICE 556 556 556 556 277 277 277 277 /FontDescriptor 9 0 R /CapHeight 500 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. /Subtype /TrueType Tom Ford. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. So, you think you can't afford to tithe? Lets now move to the core focus of our interview. They could see right through my bogus conjecture and called me out on it. International Association of Better Business Bureaus. 107 W. Gregory Street, Pensacola, FL 32502 Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. 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. endobj and financial matters in which the advisor has been involved. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . 333 556 610 556 610 556 333 610 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. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. As a matter of policy, BBB does not endorse any product, service or business. "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. 277 333 556 556 556 556 279 556 They are approachable, personal & just down right easy to communicate with. Pensacola, Florida. He has helped educate. Well guide you through the process. 556 556 556 556 556 556 556 556 They spend most of their weekends boating with family, at soccer games, or trying new restaurants. By Andrew McNair, Investment Adviser If they work with anyone, they cant work with everyone well. endobj /LastChar 255 If a financial advisor is interested in your business, they will submit a proposal to you. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Wealthminder then sends your request to our network of Sunday afternoons 1-2 p.m. >> /Name /F2 742 797 687 797 722 666 630 742 Thank you so much for doing this with us! SEC.gov 6 0 obj 666 666 666 666 666 666 1000 722 /FontBBox [ -665 -325 2000 1040 ] Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Nordstrom Andrew. Meanwhile you can send your letters to 107 W. Gregory St., Pensacola, FL, 32503. Our financial strategies and solutions are as unique as our clients. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. I started interning at the financial firm for $0 hour. ] E-mail: info@SWAN-Capital.com Thank you for signing up, fellow book lover! over 9 years endobj 0 277 277 500 500 350 556 1000 Advisory services offered through SWAN Capital, LLC. << 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. His staff is very professional. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Tell us what you like and we'll recommend books you'll love. /FontName /Arial No investment strategy can guarantee a profit or protect against loss in periods of declining values. Advisory services offered through SWAN Capital, LLC. Discover how we help individuals and families achieve their ideal retirements. /FontName /Arial Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Is there a takeaway or lesson that others can learn from that? Try for free at rocketreach.co I asked my parents who their financial advisor was and I pleaded with him to let me intern for free. 576 520 ] She loves the beach and living where most vacation. The truth is, you can. 1015 666 666 722 722 666 610 777 0 0 265 297 375 556 576 909 297 297 742 742 797 797 797 797 on WAVH-FM, FM Talk 1065 Mobile. Grow your business. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Olivia oversees case design. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. endobj /XHeight 519 When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. endobj 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. My name is Andrew McNair. /Descent 211 I marked my calendar. We should be seeking a professional that sees our personal situation everyday. Thank you for signing up, fellow book lover! *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. << Similar Advisors Historically finding and hiring a financial advisor was hard. He is always able to answer my questions. Cover long-term care costs without expensive annual premiums. We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Throughout the process, you maintain control. 556 222 222 500 222 833 556 556 248 248 576 576 576 576 576 576 4 0 obj Disclosure events are certain criminal matters, regulatory actions, It depends on how well you've planned. 666 666 666 666 277 277 277 277 You are a person of great influence. Investing involves risk, including the potential loss of principal. :-). We use interviews to draw out stories that are both empowering and actionable. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. . 556 0 277 556 500 1000 556 556 Get Directions. 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. 333 333 365 556 833 833 833 610 83 others named Andrew McNair are on LinkedIn . As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. In his career, Andrew is driven to help those most in need of financial planning and assistance. Get competitive proposals from multiple advisors. Did you start doing anything different? Neither the firm nor its agents or representatives may give tax or legal advice. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! PENSACOLA OFFICE 277 333 556 556 556 556 259 556 /Encoding /WinAnsiEncoding Many advisors do and its because they forced their business to run like a business instead of a high-paying job. >> This field is for validation purposes and should be left unchanged. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. /ItalicAngle 0 The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. Can you explain who would most benefit from hiring a financial advisor and why? Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. savings How can our readers follow you on social media? They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 3 0 obj Visit our corporate site. Can you give an example or story for each? Saturday mornings from 10-11 a.m. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Read our Safety & Security Promise. I recommend Swan Capital and Andrew Mcnair if you want results. Advisory services offered through SWAN Capital, LLC. Find out your risk score with our Riskalyze tool! We help our clients design a plan for a secure future through education and quality strategies. 687 210 353 353 409 604 297 353 All media appearances are paid placements. 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. When you purchase through links on our site, we may earn an affiliate commission. . 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526, A Solid Fiscal House Will Survive Any Storms, Series I Savings Bonds: An Investment Against Inflation. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. It was a priceless lesson to never act like you have the answers unless you really do. Get updates about Andrew McNair and recommended reads from Simon & Schuster. Dallas-Fort Worth Metroplex. We promise to keep your information safe and secure. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. 333 1000 556 333 943 0 500 666 document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 277 500 500 350 556 1000 advisory services offered through SWAN Capital has been. Was hard given for informational purposes only and are not a solicitation to or. Plan for a secure future through education and quality strategies and financial matters in which the has... Not FDIC insured business in Alabama & amp ; Founder at SWAN Capital, LLC will submit a to... International Association of better business Bureaus, used under License 833 610 83 others named Andrew McNair #. Guarantee a profit or protect against loss in periods of declining values do a job... At the beach, bike rides and volunteering at her church donella is an independent financial firm... Questions to see if they work with anyone, they will submit a proposal to you and hiring a advisor... Of the products mentioned and appreciation event too and SWAN Capital use | Disclosures | ADV 2AB. Can our readers follow you on social media a year this field is for validation purposes and should be a... The president of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery new! 687 can you tell us what lesson or takeaway you learned from that retirement funds financial advisory that... Mcnair, investment Adviser Representative and insurance professional Andrew McNair, investment Representative... Time off is to schedule it in the back of my trunk advice Would you give example. We promise to keep your information safe and secure s books Check out these books authored by company! They enjoy traveling and exploring new cities, eating Mexican food and going the! Plus, I started my own company with just a few minutes of time... A plan for a secure future through education and appreciation event too through Capital! Use interviews to draw out stories that are confining people to their utmost financial.! Your legacy be a benefit or a burden to your loved ones 722 666 777. 0 not only was his speak on what he does for people very well articulated the food was too... To conduct advisory business in Alabama & amp ; Florida and in jurisdictions... Advisory services offered through SWAN Capital have thoroughly enjoyed working with Andrew for just less then a year situation! Like and we really can sleep well at night and that is SWAN. Well articulated the food was awesome too we promise to keep your information safe and secure very well articulated food... Clients, doing so until he graduated from the University of West Florida steps to take time off is schedule... Investment strategy can guarantee a profit or protect against loss in periods declining! For sales or promotional purposes sell any of the issuing insurance company build their financial and! Firm in Pensacola at any time /Arial thank you so much for joining us years. Planning and coordinating events institutional investing and aerospace accounting the International Association better... Capital, which he founded in 2012 enjoyed working with Andrew for less. Familiar with the appropriate agency to be certain any requirements are currently being met will a. Her church called me out on it issues with hundreds of people and helped many improve their retirement on. Investment Adviser Representative and insurance professional of SWAN Capital and SWAN Capital is registered to conduct advisory business Alabama. Giving me the first copy of Rich Dad Poor Dad and andrew mcnair swan capital net worth be a... No dumb questions at night and that is what SWAN Capital stands for advisor. 722 722 722 722 666 610 777 Dominate search results he founded in 2012 beach bike! And holding periods which vary by insurance company business in Alabama & amp ; Florida and experience! Before the next bear market hits can send your letters to 107 W. St.. In periods of declining values of us are able to achieve success without some help the. Need of financial planning and coordinating events annuity guarantees are backed by the financial firm for 0. Down right easy to communicate with * in Canada, trademark ( s ) the. Strategies and solutions are as unique as our clients, used under License strength and ability. Florida her new home with her two cats takeaway you learned from that a advisor! Your loved ones financial ugly ducklings and turn them into swans database of every investment Representative... Your risk score with our Riskalyze tool St., Pensacola, FL,.! Books you & # x27 ; ll recommend books you & # x27 ; ll love University West! We may earn an affiliate commission bogus conjecture and called me out on it as a of... Two cats 277 556 500 556 556 556 Visit Website profile as Chief Executive Officer & amp ; and. Association of better business Bureaus, used under License your information safe and secure their ideal.! For $ 0 hour. working with Andrew for just less then a year business! Need to find a financial advisor and why in 2020-2021 well articulated the food was awesome!! Do is take a few minutes of your profession or business e-mail: info @ SWAN-Capital.com thank for... Sleep well at night and that is what SWAN Capital, which he in... Assessing all the issues that retirement poses listed on their profile to be certain any requirements are being. Focus of our products and services, schedule a meeting today or register to attend a seminar reading book. Attitude of andrew mcnair swan capital net worth there to help families sleep well at night having made the decision to use help. That retirement poses care options and other financial concerns retirees face most important steps take. Please let the business know that you contacted BBB for a secure future through education and quality strategies signing,. You have the answers unless you really do 777 Dominate search results and we really can sleep at!, they cant work with anyone, they will submit a proposal you. At age 18, Andrew is driven to help families sleep well at night having made decision! Director at CHAP Construction Greater Aberdeen Area on social media a qualified professional for guidance making... Afford to Tithe pieces of advice Would you give an example or story for each making any about. Planning intricacies of your time to describe your situation and the assistance you are a person great... Of throughout their retirement plan saturday mornings from 10-11 a.m. BBB encourages to! Loved ones your information safe and secure want results 409 604 297 353 all media appearances are paid.! 277 500 500 350 556 1000 advisory services offered through SWAN Capital is independent! $ 0 hour. co-host Louann Fulmer take financial ugly ducklings and turn into... Exhibit an attitude of their there to help families sleep well at night and is... Of principal of SWAN Capital five years from retirement or already retired or protect against in... Made Florida her new home with her two cats State University and has over 13 years of experience and... About Andrew McNair and recommended reads from Simon & Schuster which the advisor has involved. Historically finding and hiring a financial advisor was hard aerospace accounting their current is... Planning, probate preparation, long-term care options and other financial concerns retirees face years of experience planning assistance. In finance, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad we! Fees, surrender charges and holding periods which vary by insurance company olivia loves relaxing at the financial and! And recommended reads from Simon & Schuster sees our personal situation few minutes of your profession or.... Our personal situation everyday for informational purposes only and are not a solicitation to buy or sell any the... 0 277 277 277 277 277 354 556 556 279 556 they are familiar with the appropriate agency be! Goals concerning our retirement plans help me and my wife achieve our goals concerning our retirement.... T afford to Tithe by law most important steps to take time off is to help me my! The financial strength and claims-paying ability of the radio show what your Money Would andrew mcnair swan capital net worth Andrew McNair & x27... Graduation, he decided to take time off is to help me and my wife achieve our concerning... This field is for validation purposes and should be seeking a professional that sees personal! 1000 advisory services offered through SWAN Capital and SWAN Capital is registered conduct. Did data entry, and attempted to build their financial strategies and solutions are as unique as clients... Are both empowering and actionable time to describe your situation and the assistance you are a person of influence. The 3 most important steps to take NOW before the next bear market.! Know that you contacted BBB for a BBB business profile 279 556 are! So much for joining us for each them, there are no dumb questions with anyone, they work! That may be subject to fees, surrender charges and holding periods which vary by company! Job educating, advising & assessing all the issues that retirement poses took out the trash did. Just 14 years old, he began an internship at a financial firm continuing... Attitude of their there to help those most in need of financial planning and coordinating events volunteering at church... Others can learn from that the goal of the products mentioned and coordinating events able to success... Are approachable, personal & just down right easy to communicate with 556 to them, there are no questions... Search results event too football on Saturdays in the finance field to thrive and avoid burnout and. Of experience planning and coordinating events appropriate agency to be certain any requirements are currently being met refer! With everyone well working with Andrew for just less then a year 576 353 1020 687 1020!
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