About Us

Next Adventure Financial is a full service financial planning and wealth management firm specializing in retirement, investing, and tax planning for folks who are 50 and older. We’re based in Lafayette, IN but serve clients all across the US.

Our mission is to help our clients lower their taxes, invest smarter, and enjoy their retirement years doing what they love!

We are a true fiduciary and members of multiple professional networks that support fiduciary financial planning.

Credentials and Memberships – CFP®, EA, XYPN, NAPFA
Cody Lachner, CFP®, EA – Founder and Retirement Planner at Next Adventure Financial

Cody Lachner, CFP®, EA

Founder and Financial Advisor

I’m Cody Lachner — a financial planner who loves the outdoors. I became a financial advisor because I was fascinated with finance and problem solving. Early in my career, I didn’t realize that financial advisors could have specific areas of specialty, just like doctors. Over time, I came to understand how important that focus really is for clients — after all, you wouldn’t see a podiatrist if you needed glasses. As I progressed through my career and furthered my professional education, I discovered how much I loved everything about the world of retirement planning. From that point on, my specialty became clear: helping people prepare for and navigate retirement.

Here are the things I love helping clients with:

  • Planning for retirement and helping folks safely enjoy their hard-earned wealth
  • Finding ways to lower their tax bill
  • Improving their investments

My professional education:

Member of various professional associations: 

A little bit about me personally:

I’m based in Lafayette, IN and have lived here with my wife, Julia, for over 15 years. We both love the outdoors and spend our time hiking, camping, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska—our daughter is actually named after a town in Alaska! We find ourselves going back again and again.

Here are just a few of the memorable things we’ve done in Alaska:

  • Hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).
  • Packrafting among glaciers
  • Camping in the backcountry under the Northern Lights in the fall
  • Catching 135lb halibut in the Gulf of Alaska

Erin – Client Support & Operations Assistant at Next Adventure Financial

Erin Chase

Client Support & Operations Assistant

My name is Erin Chase, and I’m based in Lafayette, IN. I have a diverse background in both real estate and education, which has given me strong skills in communication, problem-solving, and relationship building.

Outside of my professional life, I enjoy baking and reading, both of which give me a creative outlet and a chance to continue learning in new ways. I’m always excited to connect with others, share ideas, and bring value through my experiences and interests.

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