SWAN Capital - Pensacola (FL)

5 /5 Jim Murphy: Andrew and his team are top notch professionals. Andrew is amazingly well-versed in retirement planning, particularly for government civilian employees. He and the team were very thorough and helped us plan not just financially for retirement but also for the inevitable transfer of our assets to our children.

5 /5 R Jenkins: Swan Capital. If youre wondering and anxious about your financial plan, or lack thereof, Andrew has put together a team of experts who can bring peace to you and your family as you navigate your future. They not only answer your questions, they ask questions to help you clarify your plans. We were delighted to spend time in the office. Youre going to gain confidence to move into the future with Swan insights... Thank you Swan for your insight. When you arrive, enjoy their offering of cookies and coffee/tea. Yum! That was a wonderful treat too.

5 /5 Carolyn Gramlich: My husband and I are extremely grateful to be a part of the SWAN Capital family. Very honestly, they treat us like family and the team is always quickly responsive and always welcoming and honoring each time we visit the office or communicate with the team. From our first meeting with Andrew and his extremely knowledgeable and competent team, we have been treated like royalty. It almost took us aback at first because many other businesses operate very differently than SWAN operates. We have never had such an amazing experience with any other professional we have worked with. Currently, we need ongoing guidance and direction with our financial planning, and we feel confident in the expertise of the entire SWAN team. Each team member is professional, courteous, articulate, and wise. The advice and recommendations we are receiving are helpful and we are in a much better position to make the best financial decisions to meet our family’s needs based on the information they are providing us. Saliently, the SWAN team members take sufficient time to answer our questions and to address our concerns and we never feel rushed. We highly recommend Andrew McNair and the SWAN Capital team. We will spread the word to friends, family, and others.

5 /5 Bill & Kristin Sellers: My husband and I recently met with Andrew and his Estate Attorney, Scott. They were both so knowledgeable with both our financial goals and setting up an estate trust for our children and grandchildren. I know many put this off because the thought of not being here with our loved ones is heartbreaking. What is worse, is not taking this necessary steps, to ensure you protect your assets. Knowing youre protecting everything youve worked and saved for to leave to them, has taken a huge weight off us. Set up your meeting, stop putting it off. Thank you again Andrew and Scott for helping us have a peace of mind not only for our future, but our children and grandchildren as well. Sincerely, Mrs. Sellers

5 /5 Shannon Corbin: Were incredibly pleased with how our journey began with Andrew. He was professional, respectful to both me and my wife, and took the time to thoroughly understand our financial situation. He gave us the peace of mind we were looking for, and I truly sleep better at night knowing that Andrew has set us on a more secure path toward retirement.