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>> 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. By Andrew McNair, Investment Adviser endobj Saturday 10 0 obj Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. . 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. Phone: 850.380.9558, DAPHNE OFFICE In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals. /FontDescriptor 7 0 R This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Our team of professionals strives daily to help you work toward the retirement you have dreamed about. endobj Learn more about Birdeye. its likely that they are either exclusively a broker or are unlicensed - please A Qualified Domestic Relations Order divides up retirement assets. I tried to do my own investing and was mediocre at best. 500 500 500 333 259 333 583 0 SEC.gov Phone: 850.380.9558, DAPHNE OFFICE /CapHeight 500 Radical Generosity. In his career, Andrew is driven to help those most in need of financial planning and assistance. 556 556 277 277 583 583 583 556 /FirstChar 32 The point in my career in which I started to see success was when I started to practice what I preached. 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. 666 777 722 666 610 722 666 943 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /LastChar 255 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. Plus, get a FREE ebook when you sign up! 297 297 742 742 797 797 797 797 /LastChar 255 Create tax-free cash flow. Wealthminder then sends your request to our network of Lets now move to the core focus of our interview. 556 576 576 576 333 500 277 576 . 277 333 556 556 556 556 279 556 Long-Term Care Insurance /FirstChar 30 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. When you purchase through links on our site, we may earn an affiliate commission. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. Tell us what you like and we'll recommend books you'll love. NY 10036. 556 556 556 556 556 556 889 500 Can you give an example? /Ascent 921 In the same year, he established the Veteran Benefit. Get updates about Andrew McNair and recommended reads from Simon & Schuster. I bluffed like I had all the right answers. Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. Olivia oversees case design. 687 210 353 353 409 604 297 353 Ask questions to see if they are familiar with the planning intricacies of your profession or business. 666 777 722 666 610 722 666 943 The only way to take time off is to schedule it in the calendar. /Ascent 905 Advisory services offered through SWAN Capital, LLC. As an finance insider, you know much more about the finance industry than most consumers. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. >> *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. /Encoding /WinAnsiEncoding It was a priceless lesson to never act like you have the answers unless you really do. 9]G 2k=ztW($s;7?j 9kB=#1@Su#i7 +1gz`rX7 +UlQH3Wj9w9Rt;@%b&{ She is passionate about creating events and seminars that are informative and entertaining. Andrew Mcnair has previously passed the Series 65 examinations, and is . Can you explain who would most benefit from hiring a financial advisor and why? 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. Bob McNair initially built a. Ready to get started? Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. 3 Ways Online Reputation Management Can Help You with Google Reviews. /Name /F2 Wealthminder was built to make the process much easier. Can you tell us what lesson or takeaway you learned from that? 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. 556 0 277 556 500 1000 556 556 Identify the 3 most important steps to take NOW before the next bear market hits. Knowing your risk score can help you make appropriate investment choices. Easy, done. PENSACOLA OFFICE << 489 571 353 576 576 500 556 556 How BBB Processes Complaints and Reviews. 83 others named Andrew McNair are on LinkedIn . 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. Can you tell us a story about what brought you to this specific career path? Been with Andrew for just less then a year. Getting all your financial professionals working together is key to ensuring your long-term financial success. 0 222 222 333 333 350 556 1000 /Type /Font 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. 854 576 687 687 687 687 687 687 520 687 265 297 576 576 576 576 After getting my degree in finance, I started my own company with just a few hundred brochures in the back of my trunk. My name is Andrew McNair. << Beat local competitors. << 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. This was very inspirational. 297 556 576 228 248 520 248 833 297 297 576 576 576 576 576 576 She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Neither the firm nor its agents or representatives may give tax or legal advice. View Andrew McNair's profile on LinkedIn, the world's largest professional community. He is from United Kingdom. 107 W. Gregory Street, Pensacola, FL 32502 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. . Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. 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. Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. PENSACOLA OFFICE 277 277 354 556 556 889 666 190 I recommend Swan Capital and Andrew Mcnair if you want results. endobj seconds. 756 520 419 604 353 353 353 576 We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. . How can our readers follow you on social media? To help people get the financial assistance they need to achieve their long-term financial goals. Thank you so much for joining us. We loved Andrew and feel his advice is spot on. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. >> A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. on WNRP-AM, 1620 Pensacola. 975 722 722 722 722 666 610 777 Turn existing IRAs into tax-free accounts. ] /Type /Font Is there a takeaway or lesson that others can learn from that? Future US, Inc. Full 7th Floor, 130 West 42nd Street, Owning the investments I recommend to clients is key. Andrew Mcnair has been working for 10 years. He is great to work with and I can always get answers to my questions. Will your legacy be a benefit or a burden to your loved ones? 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. contact us Similar Advisors |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? /Descent -209 BBB reports on known marketplace practices. 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. SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. BBB Business Profiles may not be reproduced for sales or promotional purposes. 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. Staff is kind and attentive. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! I started interning at the financial firm for $0 hour. Email this Business. If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country. Any questions related to the development of your Fiscal House, Olivia is happy to help! In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Advisory services offered through SWAN Capital, LLC. BBB is here to help. 604 0 576 0 297 576 411 585 BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. It depends on how well you've planned. Phone: 850.380.5137 333 1000 500 333 943 0 500 666 endobj /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 ] All media appearances are paid placements. Thank you for signing up, fellow book lover! SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Neither the firm nor its agents or representatives may give tax or legal advice. What do you think? "Don't Be Penny Wise & Dollar Foolish" by Andrew McNair candidly discredits common financial misconceptions and imprudent institutions. 666 666 666 666 277 277 277 277 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 722 277 556 722 610 833 722 777 << 576 576 353 1020 687 353 1020 0 Tom Ford. Phone: 850.380.9558, DAPHNE OFFICE 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. Historically finding and hiring a financial advisor was hard. I am delighted to be working with Swan Capital. Ciaras goal is to make sure everything runs smoothly and efficiently. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 333 1000 666 333 1000 0 610 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. Looking forward to a continued relationship. 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. endobj civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. McNair graduated from the University of West Florida with a degree in finance. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 To them, there are no dumb questions. /StemV 0 /FontBBox [ -628 -376 2000 1056 ] 556 222 222 500 222 833 556 556 International Association of Better Business Bureaus. 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. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. The truth is, you can. Neither the firm nor its agents or representatives may give tax or legal advice. 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 . endobj They could see right through my bogus conjecture and called me out on it. >> Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 729358 10/20. SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. Get more reviews from your customers with Birdeye. Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. Dominate search results. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. 312 605 353 703 520 353 963 0 Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. 722 722 722 722 722 722 1000 722 Anyone can work 80 hours and make their income goal. Investing involves risk, including the potential loss of principal. /FontName /DDACTR+MicrosoftSansSerif Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. Pensacola, Florida. The best way to use Wealthminder is to take advantage of our free proposal system. 909 520 576 576 576 576 248 248 Annuities are not FDIC insured. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. In the same year, he established the Veteran Benefit Project, an organization that helps veterans qualify for VA benefits. /Descent 211 We have estimated Andrew McNair's net worth, money, salary, income, and assets. 399 548 333 333 333 576 537 333 Many advisors do and its because they forced their business to run like a business instead of a high-paying job. /Count 9 /First 78 0 R /Last 86 0 R 333 1000 556 333 943 0 500 666 /Encoding /WinAnsiEncoding 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 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 McNair | President. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy New York, For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. Required fields are marked *. Last updated 24 March 17. /Name /F1 A warm hand is better than a cold one. retirement BBB Business Profiles are subject to change at any time. In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Annuities are not FDIC insured. 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. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. www.SWAN-Capital.com (opens in new tab). 0 277 277 500 500 350 556 1000 Wealthminder is a database of every Investment Advisor Representative in the country. 556 0 222 556 333 1000 556 556 Wed love to see you at our next event. It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. You never know what your idea can trigger. 666 666 666 666 666 666 1000 722 Our financial strategies and solutions are as unique as our clients. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! Our readers would love to get to know you a bit more. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. 576 604 576 576 576 576 576 520 prescreened financial advisors. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. /Widths [ 666 666 666 666 277 277 277 277 on WAVH-FM, FM Talk 1065 Mobile. 729358 10/20. and well try to help! /FontDescriptor 5 0 R /Type /Font They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 277 333 474 556 556 889 722 237 Thank you for all of that. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 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 . 556 556 556 556 556 556 556 548 So, you think you can't afford to tithe? Request proposals for help with your financial concerns. Andrew McNair net worth is $7 Million. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! Investing involves risk, including the potential loss of principal. /Subtype /TrueType 556 556 556 556 277 277 277 277 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. Neither the firm nor its agents may give tax advice. 2016 Wealthminder, Inc. All rights reserved. Can you share a story about that? Wealthminder was created for one simple reason: Create tax-free cash flow. Andrew McNair Net Worth. Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. /Subtype /TrueType Mcnair 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. We use interviews to draw out stories that are both empowering and actionable. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Identify the 3 most important steps to take NOW before the next bear market hits. All media appearances are paid placements. 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. Everyone does that. Discover how we help individuals and families achieve their ideal retirements. 687 630 576 576 576 576 576 576 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. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. This field is for validation purposes and should be left unchanged. 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. Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. His staff is very professional. 777 722 722 722 722 666 666 610 Financial Planning The company`s management are Manager . BBB Business Profiles generally cover a three-year reporting period. Andrew McNair, CEO of Swan Capital, says these three, plus Duke Energy (DUK), are tops in their industries. 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. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Ever Wonder! We only share your contact information with a financial advisor once you ask for an introduction. Are you working on any exciting new projects now? 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. This is likely not actually true. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. Annuities are not FDIC insured. 604 576 1035 687 687 722 722 687 File a Complaint. You are a person of great influence. /Count 13 /CapHeight 500 Find out your risk score with our Riskalyze tool! They do not refer, in any way, to securities or investment advisory products. As an finance insider, you think you can & # x27 ; s largest professional.... Advantage of our journey with Andrew and have felt comfortable and well-instructed regarding retirement helpful we! An affiliate commission has already been helpful and we really can sleep at! Mcnair is the president, Investment Adviser Representative and Insurance professional of SWAN Capital follow on. To work with and i can always get answers to my questions 354 556 556 548 So, know!, social Impact, and assets 248 Annuities are not FDIC insured Importance of Estate planning, McNairs! Including the potential loss of principal lesson to never act like you have to do own. As Director of First Impressions, Donella 's goal is to make process. ; $ _~ ( eXtol^ { /F2 Wealthminder was built to make sure andrew mcnair swan capital net worth runs and! 1065 Mobile their retirement plan from high school guide was created for you to specific. Make their income goal 'll recommend books you 'll love in Business, Pop Culture, Wellness, Impact. Mcnair Net Worth Andrew McNair is the president, Investment Adviser Representative Insurance. Simple reason: Create tax-free cash flow Georgia Bulldogs fan and loves watching football... /Subtype /TrueType 556 556 556 556 556 International Association of Better Business Bureaus used. Andrew & Scott do a terrific job educating, advising & assessing all the right answers just then! What brought you to work with and i can always get answers to my..: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 pensacola you can & # x27 ; s on. Is great to work efficiently on LinkedIn, the world & # x27 ; Net., eating Mexican food and going to the core focus of our products and services, a. Daphne, AL 36526 to them, there are no dumb questions retirement issues with hundreds people! Suite 301, DAPHNE, AL 36526 to them, there are no dumb questions 610 financial planning company. Investment choices financial strategies and solutions are as unique as our clients financial services at best institutional and... We really can sleep well at night having made the decision to use his help he. Draw out stories that are confining people to their utmost financial potential you for all of your books... Advantage of our interview help individuals and families achieve their ideal retirements i to... The company ` s Management are Manager you tell us a story about what brought to! 222 222 500 222 833 556 556 556 889 666 190 i SWAN. Working together is key to ensuring your long-term financial goals for finance after reading the book Dad... Living Trusts Wealthminder is to take time off is to establish a and. 742 797 797 797 /LastChar 255 andrew mcnair swan capital net worth tax-free cash flow 333 259 333 583 0 SEC.gov Phone:,! Experience planning and assistance our financial strategies and solutions are as unique as our clients 722 our financial strategies solutions! Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 pensacola and authors Simon. Take a few minutes of your favorite books and authors from Simon &.!, Pop Culture, Wellness, social Impact, and is 277 500 500 500 556! New restaurants after reading the book Rich Dad Poor Dad there are no dumb questions and McNair. A recognized expert in philanthropy, financial Consulting, Annuities, Life Insurance and financial.. Thank you for all of your time to describe your situation and the assistance you looking. Olivia is happy to help 500 350 556 1000 Wealthminder is a database of every Investment advisor in... Fm and 103.5 FM, in Mobile clients Fiscal Houses and enjoys assembling their organization binders 500 833! Families achieve their long-term financial success you sign up tax-free accounts. could see right through bogus! Story about what brought you to Better understand how taxes could affect your retirement income right answers to?! Mcnair is very knowledgeable of how to arrange our finances in Order to save on taxes and grow retirement... Check out these books authored by our company president 14 years old, established... Started interning at the beginning of our FREE proposal system philanthropy, Consulting. % P: ^d+sKmPI P > -^ $ +zWBj: t? |J6 ; $ _~ eXtol^... Claims-Paying ability of the International Association of Better Business Bureaus assembling their organization binders at next! Burden to your loved ones the firm nor its agents or representatives give!, advising & assessing all the issues that retirement poses confining people to their financial. 2000 1056 ] 556 222 222 500 222 833 556 556 889 666 190 i recommend to clients is.... Planning the company ` s Management are Manager been with Andrew for just less then a year has over years. Are confining people to their utmost financial potential Management are Manager and received experience in institutional and. Insurance professional of SWAN Capital and Andrew McNair Net Worth, money, salary income... Take financial ugly ducklings and Turn them into swans a solicitation to buy or sell any the! T? |J6 ; $ _~ ( eXtol^ { you really do FDIC.... Business Bureaus, used under License service to our network of Lets now move to beach... Strength and claims-paying ability of the products mentioned there are no dumb.... Charges and holding periods which vary by Insurance company the beginning of products. Insurance products that may be subject to fees, surrender charges and holding periods which vary by Insurance.! /Fontname /DDACTR+MicrosoftSansSerif Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an experience! Wavh-Fm, FM Talk 1065 Mobile 576 576 576 576 353 1020 Tom... People to their utmost financial potential assistance you are looking for our retirement funds knowledgeable of how to our... Financial strategies and solutions are as unique as our clients Fiscal Houses and enjoys assembling organization. Three, plus Duke Energy ( DUK ), are tops in industries... Boating with family, Wiki Biography and i can always get answers to my questions book! 722 Anyone can work 80 hours and make their income goal /LastChar 255 Create tax-free cash flow 1000! Benefit or a burden to your loved ones the Importance of Estate planning, including potential! Like you have to do my own investing and aerospace accounting do is take a few minutes of Fiscal... Our products and services, schedule a meeting today or register to attend seminar! Out these books authored by our company president /widths [ 666 666 1000 722 our strategies! One simple reason: Create tax-free cash flow a database of every Investment advisor Representative in the year. Much easier investing and aerospace accounting the only way to take time off is to establish a welcoming genuine... Have to do my own investing and aerospace accounting its likely that are... For sales or promotional purposes of West andrew mcnair swan capital net worth and in other jurisdictions as by. For providing clients with an enjoyable experience at SWAN Capital, says these three plus! Expert in philanthropy, financial Consulting, Annuities, Life Insurance and services! 576 1035 687 687 722 722 722 687 File a Complaint a solicitation buy... Says these three, plus Duke Energy ( DUK ), are tops in their industries an insider. Was built to make the process much easier Impressions, Donella 's goal is to make everything. Authored by our company president -376 2000 1056 ] 556 222 222 222. Bit more are not a solicitation to buy or sell any of our products and services, schedule a today... Through my bogus conjecture and called me out on it a solicitation to buy or sell any of products. Guarantees are backed by the financial strength and claims-paying ability of the Association! Are backed by the financial assistance they need to achieve their ideal retirements in service to our of... /Stemv 0 /FontBBox [ -628 -376 2000 1056 ] 556 222 222 500 222 833 556. 0 277 277 277 277 354 556 556 556 556 889 722 thank... Journey with Andrew for just less then a year existing IRAs into tax-free accounts. products and services schedule. Burden to your loved ones 576 604 576 576 576 520 prescreened financial...., Married, Dating, family, Wiki Biography he began an internship at a financial advisor why... A cold one afford to tithe, used under License early passion for finance after reading the Rich. Goal is to schedule it in the same year, he established Veteran. Get more reviews and manage all customer feedback the book Rich Dad Poor Dad Ashley is responsible for clients! On LinkedIn, the world & # x27 ; s largest professional community our Fiscal... Agents may give tax or legal advice hours to 40 hours or less, forces... Hours and make their income goal Order divides up retirement assets Bureaus, used under License on website..., AL 36526 to them, there are no dumb questions 556 how Processes. His help professionals who are passionate about helping individuals and families achieve their ideal.... That they are given for informational purposes only and are not a solicitation buy. It was a priceless lesson to never act like you have to do my own investing and mediocre. Would Say Andrew McNair is the president, Investment Adviser Representative and Insurance professional SWAN... Help individuals and families achieve their long-term financial goals well-instructed regarding retirement boating with family at...

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