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.
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 just how important specialization is. Different stages of life come with different financial challenges, and the right expertise matters — 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. Today, I thoroughly enjoy helping people confidently use the money they’ve worked so hard to build to create a retirement they’re excited to live.
My professional education:
Professional associations:
A little bit about me personally:
I’m based in Lafayette, IN and have lived here for over 15 years. Being part of the Lafayette community has also given me the opportunity to work with Purdue faculty and staff as they prepare for retirement and make decisions around their benefits, investments, taxes, and retirement income.
I enjoy spending my time outdoors hiking, camping, mountain biking, packrafting, and literally anything else outdoors.
My late wife, Julia, and I enjoyed numerous trips to Alaska over the years (my favorite place)—our daughter is actually named after a town in Alaska! Here are a few of my favorite adventures from our time in Alaska:
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.
