We know that navigating your financial future can bring up plenty of questions, whether you’re a new client or have been with us for years. Our Frequently Asked Questions page is here to provide clear, straightforward answers to the topics we hear most often. From account management to our services and what to expect as a client, you’ll find helpful information designed to make your experience with us as smooth and transparent as possible. If you have a question that isn’t covered here, please don’t hesitate to reach out. We’re always happy to help.

Frequently Asked Questions

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During your strategy call, we take the time to understand your goals, your current financial situation, and any specific challenges you may be facing. You’ll get straightforward, personalized guidance, not a sales pitch. In fact, if your portfolio is already well-positioned with your current advisor, Ron will let you know. Our priority is to give you real value and honest answers, whether you choose to work with us or not. We’re here to help you make the best decision for your financial future, with integrity at the heart of every conversation.

We specialize in working with clients who are established in their financial journey and seeking high-level, personalized guidance. Our approach is best suited for individuals, families, and business owners who have accumulated significant assets and want expert support in managing, protecting, and growing their wealth. If you are looking for an experienced partner to help you navigate complex financial decisions and pursue long-term financial freedom, we would be happy to discuss how we can help.

We respond to calls and inquiries throughout the day, and while we may not always be available immediately, we are committed to getting back to you as soon as possible. If we are unable to connect with you the same day, you can expect a follow-up by the next business day.

As a fiduciary, Ron McCoy upholds the highest standards of confidentiality, backed by GDPR and CCPA-compliant protocols. Your data is encrypted, never shared, and always protected per our Privacy Policy. All accounts are custodied with Interactive Brokers, a global leader known for industry-best security, robust technology, and some of the lowest fees available. We’ve stopped scams for over 40 years—your trust is our fortress.

We deliver real financial freedom through discipline, transparency, and a hands-on approach. Every client works directly with Ron McCoy, a fiduciary with four decades of experience, not a call center or junior rep. Our strategies are built around your goals, not sales quotas or generic models. You get clear advice, low costs, and a plan designed to help your wealth grow—and last.

Yes, Interactive Brokers makes it easy to link your bank account for seamless transfers. You can set up ACH, wire transfers, or use bill pay features for both deposits and withdrawals. The platform also offers automatic withdrawals, giving you flexibility and control over your funds.

We manage a wide range of account types to meet our clients’ needs. These include individual and joint accounts, DRIPs (Dividend Reinvestment Plans), UGMA accounts for minors, all types of IRAs (Traditional, Roth, SEP, and rollover), trust accounts, and corporate accounts.

Most of your paperwork and tax forms will be delivered digitally for your convenience, typically through the Interactive Brokers client portal. If you prefer, you can request physical copies and we’ll be happy to provide them. Our goal is to make document access simple and flexible to fit your needs.