William "Guy" McCord, MBA
William "Guy" McCord is an Independent Advisor specializing in tax-efficient retirement income strategies, Roth conversions, safe money strategies and comprehensive retirement planning for individuals ages 50–75+.
With more than 30 years of experience, Guy has helped retirees and pre-retirees reduce unnecessary tax exposure, manage market risk, and protect the income they depend on throughout retirement. His approach is rooted in education, long-term planning, and a fiduciary commitment to acting in his clients’ best interests since 1993.
Guy works closely with each client to design strategies that prioritize income stability and financial confidence, using insurance-backed solutions when appropriate to help create dependable, long-term guaranteed income.
Why Clients Choose William "Guy" McCord:
Over 30 years of retirement planning experience
Fiduciary-focused approach since 1993
Expertise in tax-efficient and tax-free income strategies
Specialty in safe money strategies, no risk of market loss
Experience implementing insurance-backed income solutions designed for long-term security
- Most plans are built for growth, not dependable lifetime income
- Withdrawals from investment accounts change "the math"
- Market volatility turns spending decisions into guesswork
- Separate growth money from income money
- Design guaranteed income for essential expenses
- Reduce reliance on market conditions for lifestyle decisions
- Educational, no-pressure conversation
- Focused on income, not products
- Designed for retirees and pre-retirees who want certainty
Guy McCord, MBA specializes in arming clients with knowledge and awareness about their money
that empowers them to make better financial decisions for their family and their future.
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