Ron McCoy’s playbook
Ron’s Free e-Book
Get The Playbook
Ron’s approach combines institutional rigor with a personal touch. You’ll learn how to reduce unnecessary fees, optimize your asset allocation, and protect your wealth with proven hedging techniques.
Whether you’re planning for retirement, preparing for a major liquidity event, or simply want to ensure your investments are working as hard as you are, this session delivers a clear roadmap—no jargon, no pressure, just real‑world strategies you can trust.
Retirement
Tax Shelters
Investments
Book Your Strategy Session with Ron McCoy
Ready for a clear, no‑nonsense conversation about your wealth? Book a one‑on‑one strategy call with Ron McCoy, Chief Investment Officer and fiduciary advisor with 40+ years of market experience. In 30 minutes, you’ll get personalized insights on your portfolio, tax strategies, or any financial challenge you’re facing—no scripts, no call centers, just honest advice.
Pick a date and time that suits you.
I am available to meet with you almost anytime, just let me know when it’s best for you!
Tell Ron a bit about yourself
Just the basic facts so that we can hit the ground running when we meet together.
Get a Calendar/Zoom Invite
Our system will automatically set up the appointment and the Zoom meeting
You’ve built an empire—now protect it
Your wealth isn’t just a number—it’s a legacy. But without strategy, it’s a target for taxes, fees, and crooks. My Freedom Capital Playbook, forged over 40+ years of crushing markets, gives you the edge
“Wealth without strategy is just a target for thieves.”
Your wealth isn’t just a number—it’s a legacy. But without strategy, it’s a target for taxes, fees, and crooks. My Freedom Capital Playbook, forged over 40+ years of crushing markets, gives you the edge.
Ron has Been an Exceptional Advisor
“I initially reached out to Ron for bond exposure, but his comprehensive review led me to entrust him with my entire portfolio. His research‑driven guidance has delivered consistent growth—even in volatile markets.”
clear explanations and disciplined approach
“Ron’s clear explanations and disciplined approach make complex strategies feel accessible. His genuine care and tailored recommendations put my financial goals front and center.”
Love Ron’s proactive management
“Balancing a growing business and family left me little time for markets. Ron’s proactive management has kept my investments on track and relieved so much stress.”
Ron answers my calls directly
“I appreciate Ron’s unwavering transparency and personal touch. He answers my calls directly, never pushes products, and treats my wealth as if it were his own.”
His custom plans Are a Perfect Fit
“Over more than ten years, Ron’s value‑focused strategies and risk management have consistently outperformed my expectations. His custom plans feel made just for me.”
preserved my gains and peace of mind
“After a major business sale, I needed expert guidance on protecting my proceeds. Ron designed tax‑efficient structures and hedges that preserved my gains and peace of mind.”
Ron is always available for questions
“As an athlete managing variable income, I needed a flexible plan. Ron built a financial playbook that matches my career’s rhythm and is always available for questions.”
He breaks down exactly what I own
“Ron’s fee‑only model ensures I never overpay for investments. He breaks down exactly what I own and why, empowering me to make confident, cost‑effective decisions.”
helped me with emotional pitfalls
“His behavioral coaching is as invaluable as his market expertise. Ron helped me overcome emotional pitfalls and stay focused on long‑term objectives for better outcomes.”
I’m impressed with his experience
I’m impressed with his experience, Ron has guided me through multiple market crises with calm and precision. His blend of proven tactics and innovation gives me true confidence.”
