Imagine your future self retired, relaxed, and enjoying life. Start strategizing to reach your retirement goals today.
We believe you should have a confident and enjoyable retirement. Many people desire this but often lack the knowledge to achieve it. At Cody and Associates, we can't promise outcomes, but we can help you maximize your retirement income, build a strategy for the future, and help fulfill your aspirations.
Reduce debt and risk.
Enhance savings and
retirement income.
Maximize your assets.
Dedicated to those with a higher purpose in their financial lives.
We help our clients manage their finances, from families saving for education to retirees preserving their assets. We see financial resources as tools to help benefit families and communities through biblically responsible practices.
Holistic services aligned with your financial and retirement values.
We help clients build income strategies and reduce risk with services aligned with their values:
Tax Minimization
Protect your assets from risk.
Legacy Planning
Leave meaningful gifts to loved ones.
Retirement Income Strategies
Create a stable income stream.
College Planning
Save for college and retirement.
Achieve financial clarity with these simple steps.
We guide clients through a step-by-step process to help achieve financial clarity:
1
Identify and prioritize goals.
2
Analyze and evaluate.
3
Develop a strategy.
4
Implement the plan.
5
Monitor and adjust.
Jeff Cody, LUTCF, FSS, RFC, CCAA
Insurance & Financial Advisor
"I wake up every morning eager to help people achieve their financial potential. Adding value to their lives enriches mine. I follow biblically and socially responsible retirement principles to serve my clients and the greater good."
Make better-informed decisions.
We invite you to explore our resource guides to help grow your retirement knowledge. Then, schedule time with us so we can get to know you, your needs and prepare customized recommendations for your situation.
5 Essential Strategies to Help Ensure Financial Success in Retirement
Feeling insecure about how you will draw down your assets in retirement and make sure it lasts a lifetime? Download our guide to learn about the top five ways you can take action to tame your concerns, assess your situation and begin a comprehensive planning process.
Understanding RMD Options: The Key to More Money and Less Stress in Retirement
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Understanding Sequence of Returns Risk to Avoid Common Retirement Pitfalls
When it comes to retirement, getting the “timing” right can greatly impact the amount of money you have in retirement and how long it lasts. Sequence of Returns risk happens when there is a market downturn early in retirement, making it difficult to recover the losses. Read on for strategies to mitigate risk and hopefully avoid losses from market decline.
No-cost information
for parents.
How to Send Your Kids to College Without Draining Your Savings or Going into Debt
