ABOUT US

We believe retirement is more than just a destination or an end point—it’s the start of your next adventure.

Your goals are personal, your vision for the future is unique, and your retirement strategy should reflect that. We never want our clients to have to worry about all the complexities of their finances.

That’s why we take care of the details!

From investing and tax decisions to all the other complex retirement decisions, we work behind the scenes so you can focus on what matters most.

Our commitment to our clients is rooted in 3 core principals:

  • Define Your Path: We work closely with you to understand your goals and craft a personalized retirement roadmap.
  • Simplify The Complex: Retirement planning & investing can be overwhelming. We’re here to simplify everything so you can focus on what matters most to you.
  • Guide with Confidence: It’s your journey. We’re here to guide you safely towards your financial goals, on your terms.

ABOUT US

We believe retirement is more than just a destination or an end point—it’s the start of your next adventure.

Your goals are personal, your vision for the future is unique, and your retirement strategy should reflect that. We never want our clients to have to worry about all the complexities of their finances.

That’s why we take care of the details!

From investing and tax decisions to all the other complex retirement decisions, we work behind the scenes so you can focus on what matters most.

Our commitment to our clients is rooted in 3 core principals:

  • Define Your Path: We work closely with you to understand your goals and craft a personalized retirement roadmap.
  • Simplify The Complex: Retirement planning & investing can be overwhelming. We’re here to simplify everything so you can focus on what matters most to you.
  • Guide with Confidence: It’s your journey. We’re here to guide you safely towards your financial goals, on your terms.

Cody Lachner, CFP®, EA

MEET YOUR GUIDE:

I’m Cody Lachner, a financial planner who loves the outdoors. I became a financial planner to take
away the complexity of money and empower folks to live their best lives.

I am a CERTIFIED FINANCIAL PLANNER™ and hold a Masters degree in Personal Financial Planning.
Additionally, to provide my clients with the best tax guidance, I became an IRS Enrolled
Agent. As an Enrolled Agent, I have been admitted to practice in front of the IRS on tax matters and
am granted the ability to represent taxpayers in all 50 states.

Professional education is very important to me and I’m always striving to keep learning & expanding
my technical knowledge to ensure that I’m always providing the best service & advice to those I serve.

Fun facts about me:

When I’m not meeting with clients or in front of a computer building financial plans, you can find me
on my mountain bike, hiking some trails, or paddling on some water.

My wife, Julia, and I have fallen in love with Alaska over the years and it’s one of our favorite places to
travel to. We find ourselves going back again and again. I absolutely love being in wild, remote places
and Alaska offers an endless supply of that!

Some of my most memorable adventures have been in Alaska. Here are some of my favorites:

Hiking the Stampede Trail just outside of Denali National Park in Alaska (the trail made famous
by the book and movie “Into the Wild”).

Catching a 135 lb halibut in the Gulf of Alaska with my wife; that took some serious muscle and
stamina to reel in!

Camping under the Northern Lights on a cool fall night in the backcountry. Seeing them dance
above us in the silence of night was incredible and is hard to put into words.

Cody Lachner, CFP®, EA

MEET YOUR GUIDE:

I’m Cody Lachner, a financial planner who loves the outdoors.
I became a financial planner to take away the complexity of
money and empower folks to live their best lives.

I am a CERTIFIED FINANCIAL PLANNER™ and hold a
Masters degree in Personal Financial Planning. Additionally,
to provide my clients with the best tax guidance,
I became an IRS Enrolled Agent. As an Enrolled Agent, I
have been admitted to practice in front of the IRS on tax
matters and am granted the ability to represent taxpayers
in all 50 states.

Professional education is very important to me and I’m always
striving to keep learning & expanding my technical knowledge
to ensure that I’m always providing the best service & advice
to those I serve.

Fun facts about me:

When I’m not meeting with clients or in front of a computer
building financial plans, you can find me on my mountain bike,
hiking some trails, or paddling on some water.

My wife, Julia, and I have fallen in love with Alaska over the
years and it’s one of our favorite places to travel to. We find
ourselves going back again and again. I absolutely love being in
wild, remote places and Alaska offers an endless supply of that!

Some of my most memorable adventures have been in Alaska.
Here are some of my favorites:

Hiking the Stampede Trail just outside of Denali National
Park in Alaska (the trail made famous by the book and
movie “Into the Wild”).

Catching a 135 lb halibut in the Gulf of Alaska with my
wife; that took some serious muscle and stamina to reel in!

Camping under the Northern Lights on a cool fall night in the
backcountry. Seeing them dance above us in the silence of
night was incredible and is hard to put into words.

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