While we’re based in Lafayette, Indiana, we proudly serve retirees virtually across the U.S. We help people 50+ who want to lower taxes, invest smarter, and retire with confidence.
How should I invest in retirement?
How can I lower my taxes in retirement?
When should I start Social Security?
We’re experts in helping folks aged 50+ who want to lower taxes, invest smarter, and avoid costly mistakes.
Next Adventure Financial is a fiduciary financial advisor and retirement planning firm in Lafayette, Indiana, proudly serving clients 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 pay less tax in retirement, improve their investments, 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
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