We help people age 50+ bring their taxes, investments, Social Security, and other retirement decisions together into one coordinated plan.
While we’re based in Lafayette, Indiana, we proudly serve retirees virtually across the U.S. We help people age 50+ who want to lower taxes, invest smarter, and retire with confidence.
Questions we help you answer
Approaching retirement
Retirement is getting closer. We help you create a clear, coordinated plan for when to retire and what needs to happen before you get there.
Currently retired
The questions don’t stop once you retire. We help you make thoughtful choices about spending, taxes, Social Security, and investments throughout retirement.
Retiring from Purdue
Purdue faculty and staff often have several accounts and retirement decisions to coordinate. We help bring those pieces together into one retirement plan.
Why Next Adventure Financial
You’ve spent decades preparing for retirement. We help you thoughtfully use what you’ve built and navigate the decisions that come with it.
Retirement-focused expertiseRetirement planning is not one small part of what we do. Our work is centered on helping people prepare for and navigate retirement.
Tax guidance throughout the yearWe look for tax-planning opportunities before important decisions are made, not just after the year is over and your tax return is being filed.
Fiduciary adviceAs a fiduciary, we are required to put your interests first. Our recommendations are based on what we believe is right for your situation and your best interest.
Meet your advisor
I’m Cody Lachner, a CFP® professional and Enrolled Agent who specializes in helping people prepare for and navigate retirement. I help clients work through the different pieces of retirement, including taxes, investments, Social Security, and healthcare.
My role is to help you understand how everything fits together and make thoughtful decisions with the bigger picture in mind.
See how we think before deciding whether to work together
Introductory Conversation
We’ll talk about what prompted you to reach out, the questions on your mind, and what you would like retirement to look like.
Behind-the-Scenes Review
We review the information you provide and identify the most important areas to address.
Review Together
We’ll walk through what we see, answer your questions, and explain how we would help bring the different pieces of your retirement plan together.
