Retirement planner in Lafayette IN helping people 50+ avoid costly mistakes in retirement, taxes and investing
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You’re Age 50+ and You Have Questions…
How should I invest in retirement?
How can I lower my taxes in retirement?
When should I start Social Security?
Why Us:
We’re experts in helping folks aged 50+ who want to lower taxes, invest smarter, and avoid costly mistakes.
Who We Are:
Next Adventure Financial is a retirement planning firm based in Lafayette, IN, proudly serving clients both locally and across the United States. Our firm is led by Cody Lachner, CFP®, EA, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent who has helped hundreds of individuals and families prepare for and enjoy their retirement.
We specialize in working with people age 50 and older who want to make the most of what they’ve saved. Whether you’re five years from retirement or already well into it, we’ll help you design a flexible, tax-efficient plan that supports your lifestyle and long-term goals.
As a fiduciary, we hold the highest standard of care for our clients—and we take that responsibility seriously. We don’t sell financial products or earn commissions. Our advice is always in your best interest, and our goal is simple:
Lower Taxes
Invest Smarter
Maximize Your Retirement
Interested in Working Together?
Schedule Your Free Retirement Review
Get Your Free Retirement Review
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