SWAN Capital

Company:	SWAN Capital
Contact:	Andrew McNair
Address:	107 W Gregory Street
City:	Pensacola
State:	FL
Zip:	32502
Phone:	850-380-9558
Fax:	--
Email:	cs@swan-capital.com
Website:	https://swan-capital.com/

About My Practice

SWAN Capital is an independent financial services firm in Pensacola, Florida. At SWAN capital we are committed to a concept called Total Wealth Management, which focuses on a fully integrated retirement plan that includes income, tax, health care, and estate plans. We work with families who are five years from retirement or already retired. Our goal is to help clients sleep well at night, which is what SWAN stands for.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://www.fedimpact.com/SWAN

Offering Advice Since

2011

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Florida and Alabama
Security Licenses: Series 65
Education: Bachelor of Science in Finance from the University of West Florida
Investment Advisor Registration: CRD # 6182740

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Advisory services offered through SWAN Capital, LLC. Investing involves risk, including the loss of principal. Any references to protection benefits or lifetime income refer only to fixed insurance products, not securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

Footer