Cody Lachner, CFP®, EA
Retirement & Tax Planner for Folks Age 50+
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Serving Clients Nationwide
Retirement & Tax Planner for Folks Age 50+
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Retiring Early (F.I.R.E)
- Social Security Optimization
- Tax-Efficient Planning
About Cody Lachner, CFP®, EA
I’m Cody Lachner, founder of Next Adventure Financial and a financial advisor who loves the outdoors.Early in my career, I didn’t realize financial advisors could have areas of specialty, much like doctors do. Over time, I saw how much that matters. The decisions people face as they approach retirement are very different from the ones they were making 20 or 30 years earlier. That became the focus of my work: helping people prepare for retirement and make better decisions once they get there.
I’m a CERTIFIED FINANCIAL PLANNER™ professional and IRS Enrolled Agent, which gives me a strong background in both retirement and tax-related decisions. I also earned a master’s degree in Personal Financial Planning and a bachelor’s degree in Economics from Purdue University.
Outside of work, I spend as much time outdoors as I can. I enjoy hiking, camping, mountain biking, packrafting, and just about anything else that gets me outside. Alaska is probably my favorite place, and I’ve been fortunate to have some pretty memorable adventures there over the years.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Master of Science in Personal Financial Planning (MSPFP)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
101 N 4th Street, Lafayette, IN 47901
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Our first meeting will focus on what led you to reach out, the questions on your mind, and what you’re hoping to accomplish in retirement. If it looks like we may be able to help, the next step is our complimentary Retirement Review. We’ll ask for a high-level overview of your situation, enough to understand the important pieces, without requiring you to share every detail upfront. We’ll do the analysis behind the scenes and then meet with you one more time to walk through what we found. This gives us the opportunity to provide thoughtful answers to your bigger questions, while giving you a clear sense of how we approach retirement decisions, where we may be able to help, and what it would look like to work together.Offers Investment Management
Yes
About Next Adventure Financial
Next Adventure Financial is a retirement planning firm specializing in helping people age 50+ navigate the decisions that come with retirement. That might mean figuring out when you can comfortably retire, how much you can spend, where your retirement income should come from, how to reduce unnecessary taxes, or how your investments should change as retirement gets closer.We help you look at these decisions together, so your taxes, investments, income, Social Security, healthcare, and other pieces are working together.
Our goal is to bring these pieces together and help you lower taxes, invest smarter, and retire with confidence.
Who We Serve
We specialize in working with people age 50 and older who want to pay less tax in retirement, improve their investments, and make the most of what they've saved.
Most of our clients are approaching retirement or already retired and want an ongoing relationship with someone who can help them make important decisions and manage their investments along the way.
We also work with Purdue faculty and staff who are approaching retirement and need help coordinating their Purdue retirement benefits with their retirement plan.
Our Services
We provide ongoing retirement guidance, tax planning, and investment management for our clients. The specific areas we focus on depend on your situation and what matters most to you. Our role is to help you make the important decisions that come up before and throughout retirement, while also managing your investments along the way.
Transparent Pricing
Our fee includes ongoing retirement and tax guidance along with investment management. Fees are based on the amount we manage on your behalf. The first $500,000 is charged at 1.20%, the next $500,000 at 0.75%, and assets above $1 million at 0.50%. We do not sell financial products or earn commissions.
Education
Purdue University, Daniels School of Business, Bachelor of Science (BS), Economics
Hobbies and Interests
- Camping
- Family
- Hiking
- Outdoor Activities
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Educators
- Families
- Living in Retirement
- Pre-Retirees
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