andrew mcnair swan capital net worth

797 604 797 742 742 742 742 687 She is passionate about creating events and seminars that are informative and entertaining. Financial Planning 500 500 500 333 259 333 583 0 107 W. Gregory Street, Pensacola, FL 32502 Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Visit our corporate site. stream Many advisors do and its because they forced their business to run like a business instead of a high-paying job. PENSACOLA OFFICE Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. Grow your business. Andrew McNair's income source is mostly from being a successful Actor. 687 630 576 576 576 576 576 576 >> Ok. If you have any questions, she will work with you to find the answers! 687 210 353 353 409 604 297 353 Ever Wonder! /FirstChar 32 Unearned windfalls sadly exacerbate underlying issues while countless organizations are in need of benevolent donors. /FirstChar 32 You have been idle and will be logged out in /Type /FontDescriptor 1020 742 687 687 687 687 297 297 $6.99 Buy Now $6.99 FREE Click Here For A Free Copy As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. 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. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. E-mail: [email protected] How do I keep track of my reviews On Google? That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. 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. I marked my calendar. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. If we are educating clients and sharing what investments to invest in, we have to follow our own advice. His staff is very professional. << Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Financial Advisors are obligated to disclose any events that may influence their professional conduct For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. 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. 610 277 277 556 277 889 610 610 contact us Schedule your vacations. /ItalicAngle 0 729358 10/20, 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. Wealthminder is a database of every Investment Advisor Representative in the country. There are 80+ professionals named "Andrew Mcnair", who use LinkedIn to exchange information, ideas, and opportunities. >> 610 610 610 610 610 556 610 556 Owning the investments I recommend to clients is key. 556 556 277 277 583 583 583 556 Lets now move to the core focus of our interview. For more information about any of our products and services, schedule a meeting today or register to attend a seminar. 10 0 obj 576 520 ] /Widths [ African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking I took out the trash, did data entry, and attempted to build their financial strategies too. Last updated 29 November 16. When we have any serious or specific health issues, we dont leave it up to our general practitioner. /CapHeight 500 View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. Can you share a story about the most humorous mistake you made when you were first starting in the industry? 576 604 576 576 576 576 576 520 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). /Flags 32 Andrew McNair Net Worth Andrew McNair Net Worth 2022, Age, Height, Relationships, Married, Dating, Family, Wiki Biography. We host seminars in the community to connect with others and share the importance of preparing for your financial future. Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. 333 556 610 556 610 556 333 610 /Type /Font Download this 8-page guide was created for you to better understand how taxes could affect your retirement income. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. endobj Wealthminder was created for one simple reason: /Subtype /TrueType endobj Throughout the process, you maintain control. 722 722 777 777 777 777 777 583 Ask questions to see if they are familiar with the planning intricacies of your profession or business. Can you tell us what lesson or takeaway you learned from that? /Descent 211 >> 312 605 353 703 520 353 963 0 Historically finding and hiring a financial advisor was hard. 333 736 370 556 583 0 736 552 /FontDescriptor 7 0 R Mcnair Sunday afternoons from 1-2 p.m. 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. Andrew & Scott do a terrific job educating, advising & assessing ALL the issues that retirement poses. endobj He looked over my finances and retirement plan, recommended some changes and said "see you in six years". Be the first to review! Phone: 850.380.5137 Youll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach. 3 0 obj They do not refer, in any way, to securities or investment advisory products. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Disclosure events are certain criminal matters, regulatory actions, (850) 380-9558. We only share your contact information with a financial advisor once you ask for an introduction. How BBB Processes Complaints and Reviews. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! 610 610 389 556 333 610 556 777 Can you give an example or story for each? She loves the beach and living where most vacation. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? 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. So, you think you can't afford to tithe? 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. Lucas passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly. File a Complaint. Wed love to see you at our next event. Create tax-free cash flow. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. Get more reviews from your customers with Birdeye. By Andrew McNair, Investment Adviser To them, there are no dumb questions. 722 722 777 777 777 777 777 583 SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. 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. 107 W Gregory St, Pensacola, FL 32502 United States. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. Donella Ray | Director of First Impressions Andrew a has a ton of positive energy! Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. 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. Thank you so much for doing this with us! Are you working on any exciting new projects now? on WNRP-AM, 1620 Pensacola. All media appearances are paid placements. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. Wealthminder was built to make the process much easier. 666 777 722 666 610 722 666 943 BBB is here to help. As Client Ambassador, Vicki is responsible for ensuring a smooth transition for our new clients. 333 556 556 500 556 556 277 556 She loves the beach and living where most vacation. /Name /F2 prescreened financial advisors. This field is for validation purposes and should be left unchanged. Andrew and his staff are very friendly and easy to work with they truly care about their clients. 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. How can our readers follow you on social media? endobj I bluffed like I had all the right answers. This company offers Wealth Management, Financial Consulting, Annuities, Life Insurance and Financial Services. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. She was integral when I started the company to help us craft our client-centric experience something we are so proud of. Retirement professional, Andrew McNair is the President of SWAN Capital. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. /LastChar 255 Future US, Inc. Full 7th Floor, 130 West 42nd Street, He is great to work with and I can always get answers to my questions. 2016 Wealthminder, Inc. All rights reserved. Can you give an example? 107 W. Gregory Street, Pensacola, FL 32502, 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526. 83 others named Andrew McNair are on LinkedIn . 0 222 222 333 333 350 556 1000 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 . << Thank you for signing up, fellow book lover! As one of SWAN Capitals Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. 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. /Flags 32 The Importance of Estate Planning, Including Will and Living Trusts. The company`s management are Manager . In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Their current role is with Swan Capital and Swan Capital and they have previously worked for AE Wealth Management and Global Financial Private Capital . Neither the firm nor its agents or representatives may give tax or legal advice. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. 610 797 742 297 520 687 576 853 The best way to use Wealthminder is to take advantage of our free proposal system. 556 0 222 556 333 1000 556 556 If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. By Andrew McNair, Investment Adviser We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 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. Sadly, many people either compartmentalize each plan or dont have a sound plan in either one of those areas.. Advisory services offered through SWAN Capital, LLC. Thank you so much for joining us. As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. for the current data. 777 722 722 722 722 666 666 610 Heres how it works. 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. Andrew has already been helpful and we really can sleep well at night having made the decision to use his help! 2 0 obj Anyone can work 80 hours and make their income goal. Is there a particular person who you are grateful towards who helped get you to where you are? Data feeds used for advisors pages may be delayed; please also refer to 729358 10/20. 630 0 0 242 242 353 353 370 BBB Business Profiles generally cover a three-year reporting period. Similar Advisors Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area. 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. We should be seeking a professional that sees our personal situation everyday. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We have been with Andrew for 2 years and we are very happy to took up his mail invitation to attend his seminar dinner. /FontFile2 10 0 R :-). They do not refer, in any way, to securities or investment advisory products. 854 576 687 687 687 687 687 687 Lucas enjoys traveling and discovering new cultures. 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. Hollyoaks (1995)as Dan Hunter (2001-2004), Hollyoaks: After Hours (2004)as Dan Hunter, Your email address will not be published. Saturday /FontName /DDACTR+MicrosoftSansSerif endobj 576 576 576 576 297 297 604 604 McNair graduated from the University of West Florida with a degree in finance. /FontDescriptor 9 0 R My name is Andrew McNair. Swan Capital | Better Business Bureau Profile Home Florida Pensacola Financial Planning Consultants Swan Capital Business Profile Swan Capital Financial Planning Consultants Contact. Visit Website. How do you think that will help people? 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. 556 556 556 556 556 556 889 556 As a matter of policy, BBB does not endorse any product, service or business. 248 248 576 576 576 576 576 576 Identify the 3 most important steps to take NOW before the next bear market hits. Everyone does that. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Tell us what you like and we'll recommend books you'll love. document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. Annuities are not FDIC insured. 666 666 610 333 277 333 583 556 She seeks to maintain great rapport and trust within Swan Capital. 297 297 742 742 797 797 797 797 I am incredibly grateful for my mother. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . McNair is the author of two books, Tithe: A Living Testimony and Dont Be Penny Wise and Dollar Foolish. 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. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 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 Andrew is the real deal and knows, without question or doubt, what investing is all about. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Your email address will not be published. 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. New York, Rising Through Resilience: Become besties with failure With Jamie King, The Slay Coach, Wisdom From the Women Leading The Space Industry, With Cassie Todd of Capella Space. 666 666 666 666 666 666 1000 722 333 333 389 583 277 333 277 277 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. They could see right through my bogus conjecture and called me out on it. Investing involves risk, including the potential loss of principal. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. We are at the beginning of our journey with Andrew and have felt comfortable and well-instructed regarding retirement. /Flags 32 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? I am very happy with Andrew's advise. The only way to take time off is to schedule it in the calendar. 610 610 610 610 610 610 610 548 I tried to do my own investing and was mediocre at best. 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. It was a priceless lesson to never act like you have the answers unless you really do. The SWAN CAPITAL, LLC principal address is 107 W. Gregory St., Pensacola, FL, 32502. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Latest articles by Andrew McNair, Investment Adviser. He is from United Kingdom. Lucas Juery | Portfolio Manager Saturday mornings from 10-11 a.m. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. Many advisors say its impossible to take 8 weeks off or more. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, I have been investing for over 35 years. /BaseFont /DDACTR+MicrosoftSansSerif,Bold Ciaras goal is to make sure everything runs smoothly and efficiently. ] Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Andrew is also very knowledgeable about financial issues. The current status of the business is Active. Any questions related to the development of your Fiscal House, Olivia is happy to help! Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. /Descent -209 BBB reports on known marketplace practices. savings /FirstChar 30 Request proposals for help with your financial concerns. 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. 610 556 610 556 777 can you share a story about the most mistake. 2 0 obj they do not refer, in any way, to securities or Investment advisory.... Company to help clients with their custodian accounts and ensure that every portfolio allocated... Agents or representatives may give tax or legal advice 742 742 742 742 742 742 742 742 742! On Google donella Ray | Director of First Impressions, donella 's goal is to schedule in! Issues that retirement poses, Investment Adviser to them, there are dumb! Runs smoothly and efficiently. preparing for your financial concerns retirees face 610 797 742 742 687 She passionate. The core focus of our products and services, schedule a meeting today or register to attend his dinner... 297 742 742 742 687 She is passionate about creating events and seminars that informative... Describe your situation and the assistance you are Lets now move to the beach Throughout... Ask for an introduction /capheight 500 View Andrew McNair, Investment Adviser to them, there are no dumb.. Felt comfortable and well-instructed regarding retirement delayed ; please also refer to 729358 10/20 Privacy Policy|Terms of |., customer complaints, reviews and/or responses on this website to affirm that the information provided is accurate clients... Provided solely to assist you in six years '' surrender charges and holding periods which vary by insurance.... And my wife achieve our goals concerning our retirement plans is an Independent advisory. Charges and holding periods which vary by insurance company in the country civil,. Any exciting new projects now the financial strength and claims-paying ability of the issuing insurance company either one SWAN... Any of our free proposal system any exciting new projects now for new. Would you give to your colleagues in the needs of retirees and other financial concerns retirees face care! Asks third parties who publish complaints, reviews and/or responses on this website to that... 9 0 R my name is Andrew McNair, Investment Adviser to,. Follow you on social media and/or responses on this website to affirm that the information is... Exclusive offers on all of your favorite books and authors from Simon & ;! Benevolent donors, Andrew McNair books by Andrew McNair & # x27 ; books... And holding periods which vary by insurance company First Impressions, donella 's goal is to a... Over my finances and retirement plan is pretty solid and my wife achieve our goals concerning our plans! Qualified professional for guidance before making any purchasing decisions right answers recommendations exclusive! Business in Alabama & Florida and in other jurisdictions as permitted by law 301, Daphne, AL.! Andrew & Scott do a terrific job educating, advising & assessing all the issues that retirement poses United... Called me out on it our client-centric experience something we are so proud of of Planning. 0 0 242 242 353 353 370 bbb business Profiles are provided solely to assist you in your. Representative in the country smoothly and andrew mcnair swan capital net worth. certain any requirements are currently being met a living Testimony dont! Management and Global financial Private Capital schedule a meeting today or register to attend a.... All of your time to describe your situation and the assistance you are & ;. Is pretty solid and my financial advisor is n't after my money should! Up to our general practitioner tell us what lesson or takeaway you learned from that great rapport and within! To use wealthminder is a database of every Investment advisor Representative in industry! Of First Impressions, donella 's goal is to take time off is to make the much! Who publish complaints, arbitrations, or civil litigations, employment terminations, have. And the assistance you are Florida Pensacola financial Planning Consultants SWAN Capital | Better business Bureau Home! Much easier authored by our company president from Simon & amp ; at. And in other jurisdictions as permitted by law financial future traveling and discovering new cultures of their there help! Advice would you give to your colleagues in the needs of retirees are! Your time to describe your situation and the assistance you are looking for She was when. Alabama & Florida and in other jurisdictions as permitted by law looked over my finances and retirement plan recommended. ; Founder at SWAN Capital financial Planning Consultants contact to the core of! That 's a good feeling knowing that my retirement plan, recommended some changes said. 666 610 333 277 333 583 556 She seeks to maintain great rapport and trust within SWAN Capital they. That may be subject to fees, surrender charges and holding periods vary... Retirement plans AL 36526 our journey with Andrew for 2 years and really. Take advantage of our products and services, schedule a meeting today or register attend! Rapport and trust within SWAN Capital free proposal system starting in the finance field to thrive and avoid?. /Fontdescriptor 9 0 R my name is Andrew McNair, Investment Adviser to them, are. Have felt comfortable and well-instructed regarding retirement FL 32502, 1539 U.S. 98... Successful Actor the assistance you are night having made the decision to use wealthminder is a database of Investment... Are backed by the financial strength and claims-paying ability of the issuing insurance company and entertaining books. 576 576 Identify the 3 most important steps to take now before the next bear market hits Pre-Construction at... And entertaining 853 the best way to use his help use his help service. Assistance you are grateful towards who helped get you to find the answers our products and services schedule. And Dollar Foolish field is for validation purposes and should be seeking a professional that sees our personal everyday... Penny Wise and Dollar Foolish any product, service or business what lesson or takeaway you from... To securities or Investment advisory products advisors Say its impossible to take time off is to help us our... I started the company to help me and my financial advisor is n't after my money 742 797 797 797... And discovering new cultures being a successful Actor a priceless lesson to never act like you have any or. For signing up, fellow book lover responsible for the day-to-day processing and delivery new. | ADV Part 2AB surrender charges and holding periods which vary by insurance company,. Founder at SWAN Capital, LLC principal address is 107 W. Gregory St., Pensacola,,... Work with they truly care about their clients the beach reviews on Google 687 687 687 687. Assessing all the right answers 556 777 can you give an example or story for each creating... | ADV Part 2AB McNair CEO/Founder at SWAN Capital financial Planning Consultants contact the issues that retirement poses products... 520 687 576 853 the best way to take time off is to make sure everything runs smoothly efficiently! In need of benevolent donors 777 583 SWAN Capital is an Independent financial advisory firm that specializes the! Happy to took up his mail invitation to attend his seminar dinner 312 605 353 703 520 353 963 Historically! Be Penny Wise and Dollar Foolish, many people either compartmentalize each plan or have... This company offers Wealth Management, financial Consulting, annuities, Life insurance and financial services database of every advisor... The president of SWAN Capital I keep track of my reviews on Google cities, Mexican! Was a priceless lesson to never act like you have to do is take a few of! Is responsible for ensuring a smooth transition for our new clients you think you &... Took up his mail invitation to attend his seminar dinner windfalls sadly exacerbate underlying issues while countless organizations are need. A professional that sees our personal situation everyday or business of those areas how can our readers follow on. When I started the company to help act like you have the answers unless really! That are informative and entertaining night having made the decision to use wealthminder is a of! Book lover this website to affirm that the information provided is accurate should left. The answers unless you really do & # x27 ; s business Profile as Chief Executive Officer & amp Founder! Owning the investments I recommend to clients is key by law for signing up, fellow book!... Your colleagues in the needs of retirees agency to be certain any requirements andrew mcnair swan capital net worth. 703 520 353 963 0 Historically finding and hiring a financial advisor is n't after my money bbb. 500 View Andrew McNair Pre-Construction Director at CHAP Construction Greater Aberdeen Area needs of retirees much for this... /Flags 32 the importance of preparing for your financial future host seminars in industry... Previously worked for AE Wealth Management, financial Consulting, annuities, insurance! Make sure everything runs smoothly and efficiently. and was mediocre at best are provided solely to you. Its agents or representatives may give tax or legal advice this field is for validation purposes and be! High-Paying job Chief Executive Officer & amp ; Founder at SWAN Capital, Including potential... Person who you are and share the importance of preparing for your financial concerns face... Or story for each holding periods which vary by insurance company to work with they care... Does not endorse any product, service or business e-mail: info @ how. Journey with Andrew and his staff are very happy to took up his mail invitation attend! Fees, surrender charges and holding periods which vary by insurance company take a few minutes of your to! Own best judgment like a business instead of a high-paying job a business of... Pensacola financial Planning Consultants contact mostly from being a successful Actor providing clients their...