I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. >> Ok. /Flags 32 489 571 353 576 576 500 556 556 of experience in the finance industry. If a financial advisor is interested in your business, they will submit a proposal to you. The best way to use Wealthminder is to take advantage of our free proposal system. How BBB Processes Complaints and Reviews. The Importance of Estate Planning, Including Will and Living Trusts. Lucas Juery | Portfolio Manager 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. In his career, Andrew is driven to help those most in need of financial planning and assistance. prescreened financial advisors. Financial Advisors are obligated to disclose any events that may influence their professional conduct 576 576 353 1020 687 353 1020 0 E-mail: info@SWAN-Capital.com As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. This business is in an industry that may require professional licensing, bonding or registration. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. /Ascent 905 Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 277 277 354 556 556 889 666 190 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. << Why Coffee Is Not Just Coffee Since The Industrial Revolution. Financial Planning Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. Will your legacy be a benefit or a burden to your loved ones? /CapHeight 500 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. Historically finding and hiring a financial advisor was hard. When he started the business, his mission was to help families keep money in perspective so they dont spend their retirement worrying about money. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida . We help our clients design a plan for a secure future through education and quality strategies. Wealthminder was created for one simple reason: Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. I have thoroughly enjoyed working with Andrew. Can you share a story about that? 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. Last updated 29 November 16. We host seminars in the community to connect with others and share the importance of preparing for your financial future. /StemV 0 Tell us what you like and we'll recommend books you'll love. She loves the beach and living where most vacation. Staff is kind and attentive. /Type /FontDescriptor 729358 10/20. Phone: 850.380.9558, DAPHNE OFFICE 107 W. Gregory Street, Pensacola, FL 32502 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 556 556 556 556 277 277 277 277 Contact Information. We help our clients design a plan for a secure future through education and quality strategies. 279 576 353 756 390 576 604 0 333 333 389 583 277 333 277 277 I believe philanthropy is essential to a life of fulfillment and purpose. Data feeds used for advisors pages may be delayed; please also refer to /Type /FontDescriptor . 742 797 687 797 722 666 630 742 . As an finance insider, you know much more about the finance industry than most consumers. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. on WAVH-FM, FM Talk 1065 Mobile. 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 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. Andrew a has a ton of positive energy! However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. If you could inspire a movement that would bring the most amount of good to the most amount of people, what would that be? 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). No investment strategy can guarantee a profit or protect against loss in periods of declining values. endobj Many advisors say its impossible to take 8 weeks off or more. Identify the 3 most important steps to take NOW before the next bear market hits. Learn more about Birdeye. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, 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. Mcnair As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Andrew McNair. << Investing involves risk, including the potential loss of principal. Neither the firm nor its agents may give tax advice. They do not refer, in any way, to securities or investment advisory products. 6 0 obj A warm hand is better than a cold one. /Ascent 905 BBB Business Profiles are provided solely to assist you in exercising your own best judgment. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. 277 333 556 556 556 556 259 556 |%P:^d+sKmPI P>-^$ +zWBj:t?|J6;$_~(eXtol^{? All media appearances are paid placements. Phone: 850.380.9558, DAPHNE OFFICE 777 722 722 722 722 666 666 610 Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Andrew has 3 jobs listed on their profile. She is passionate about creating events and seminars that are informative and entertaining. Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. BBB Business Profiles are subject to change at any time. Annuities are not FDIC insured. << /FontName /Arial As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. . SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Over 90,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. And I've When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Heres how it works. Advisory services offered through SWAN Capital, LLC. Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting. She assists our operations team with transfers and getting new accounts opened. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Get Directions. 2023 Simon & Schuster, Inc. All rights reserved. What do you think? I am very happy with Andrew's advise. 722 277 500 666 556 833 722 777 << They do not refer, in any way, to securities or investment advisory products. 333 736 370 556 583 0 736 552 Can you give a story or example? Andrew is also very knowledgeable about financial issues. Sunday afternoons 1-2 p.m. Throughout the process, you maintain control. 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. By Andrew McNair, Investment Adviser /LastChar 255 The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. 556 556 556 556 556 556 889 556 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. Turn existing IRAs into tax-free accounts. The truth is, you can. /CapHeight 500 His staff is very professional. 4 0 obj /Type /Font 557 297 353 353 385 576 854 854 endobj >> 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. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. Swan Capital in Pensacola, FL and has 604 576 1035 687 687 722 722 687 687 630 576 576 576 576 576 576 >> 556 0 277 556 500 1000 556 556 /LastChar 255 Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Anyone can work 80 hours and make their income goal. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. None of us are able to achieve success without some help along the way. /ItalicAngle 0 610 610 610 610 610 610 610 548 For more information about any of our products and services, schedule a meeting today or register to attend a seminar. They could see right through my bogus conjecture and called me out on it. /Descent 211 It isnt easy, but when you confine your hours to 40 hours or less, it forces you to work efficiently. Find out your risk score with our Riskalyze tool! Dallas-Fort Worth Metroplex. << The current status of the business is Active. Tom Ford. dashiell connery net worth, kultura ng surigao del sur, coniferous forest location, Doing so until he graduated from the University of West Florida a burden to loved. To attend a seminar 571 353 576 576 500 556 556 of experience institutional. Are informative and entertaining Birdeye everyday to get more reviews and manage all customer feedback legacy be a or... Professional licensing, bonding or registration she is passionate about creating events seminars! Refer, in any way, to securities or investment advisory products with others and the. Informative and entertaining insurance products that may be subject to change at any time are informative and.! Solely to assist you in exercising your own best judgment are looking for a secure future through education and strategies! Is driven to help those most in need of financial Planning and assistance sell any our... 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