Why Our Neighbors Trust Us

Your Advisor Lives Here

Logan McCoy is based in Tiger, GA. You are not calling a 1-800 number or waiting for someone to fly in from out of state. Your advisor is part of this community and understands the financial landscape here.

100% Independent

We are not tied to a bank, insurance company, or brokerage. No commissions, no proprietary products. Every recommendation is in your interest because we are legally required to put you first. That is what “fiduciary” means.

Built for Your Life

Whether you are managing rental properties on the lake, drawing income from a business you built, or planning how to pass your land to the next generation, we build strategies around your situation. Not a template.

How We Help

Retirement Planning

Income strategies, Social Security timing, and withdrawal planning designed for your lifestyle up here.

Portfolio Management

Active, income-focused management with downside protection. We are not set-it-and-forget-it.

Investment Planning

Full review of your current holdings, fees, allocation, and whether your portfolio matches your goals.

Georgia tax note: Georgia taxes retirement income, but there are exemptions for residents 62 and older — up to $65,000 per person for those 65+. We help you coordinate federal and state strategies so you keep more of what you have earned.

Free Retirement Planning Tools

Try our calculators before you schedule a call. No signup required.


Required Minimum Distribution Calculator

Find out exactly how much you need to withdraw this year.

Social Security Break-Even Calculator

Compare claiming at 62, full retirement age, and 70 to find your break-even point.

Ready for a Conversation?

If you have been thinking about getting a second opinion on your portfolio, or you are just not sure your current advisor is earning their fee, let’s talk. Bring your latest statement and we will walk through it together.
  • Am I paying fees I do not know about?
  • Is my portfolio actually built for income, or just “growth”?
  • Should I be claiming Social Security now or waiting?
  • How do Georgia’s retirement income exemptions affect my withdrawals?
Retirement Income
Risk Management
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, CEO/Founder and fiduciary advisor with four decades of market experience. In your strategy session, you’ll get personalized insights on your portfolio and a gameplan for any financial challenge you’re facing. No scripts, no call centers, just direct & honest advice. If you prefer to reach out first, feel free to call us directly using the “call us today” button below.

Pick a date and time that suits you.
My schedule is flexible. Pick a time and we’ll make it work.
Tell us 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 video/phone meeting

You are also welcome to reach out. I may be on the phone, but you can always leave your name & number and I will get back to you. Text messages are welcomed as well.

It’s Your empire. now protect it.

Your wealth isn’t just a number, it’s your legacy. But without strategy, it’s a target for taxes, fees, and crooks. We’re here to help you by designing a plan that puts your interests first.

“Wealth without strategy is just a target for thieves.”