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Cody & Associates

Cody & Associates

Offering Financial Certainty In An Uncertain World

  • Home
  • About
    • Jeff Cody
    • Our Mission
    • Our Process
  • Services
    • Socially Responsible Investing
    • Retirement Planning
    • Business Owner Benefits
  • FAQs
  • Contact
(855) 383-2639
Schedule an Appointment

Our Process

Investing for your future –
while staying true to your Christian values

Our planning process can help provide you the clarity to achieve your financial dreams by following these simple steps:

IDENTIFY AND PRIORITIZE GOALS
For our first step, you can hide your checkbook because we’re not going to pressure you to buy anything. What we like to do is ask questions that pertain to your situation so that we can tailor a program to fit your needs.

ANALYZE AND EVALUATE
Next, we analyze and evaluate where you are today relative to your goals. During this stage of the process we evaluate things such as:

  • Retirement and Investment Accounts
  • Tax Returns
  • Debt and Liabilities
  • Insurance Coverage
  • Current Risk Assessment and Risk Tolerance

STRATEGIZE AND DEVELOP A PLAN
Once we have a clear picture of who you are and what you want, we consider your options and recommend strategies to get you where you want to be. We develop a personalized financial plan just for you. If you work with other trusted advisors such as an Attorney or CPA, we collaborate with them to ensure all your plans are in alignment. Our process is comprehensive and your personalized plan may include strategies to:

  • Optimize Your Cash Flow
  • Increase Your Tax Efficiency
  • Manage Your Investment Portfolios
  • Provide Retirement Guidance and Income Planning
  • Save for Education
  • Protect Your Assets
  • Estate Planning & Charitable Giving

ACTIVATE AND IMPLEMENT YOUR PLAN
When your plan is finalized, we help you to implement our recommendations. This can include transitioning assets, managing existing assets, and launching new strategies. You’re never alone during the process. We’re here to help guide you every step of the way.

MONITOR AND ADJUST
Once your plan is in motion, we consider this the beginning, not the end. We will meet at least annually and talk on an ongoing basis to discuss your progress and address any changes that may arise so you can remain on track.

REFERRALS AND INTRODUCTIONS
It is much more beneficial to you to have us monitoring and updating you on your progress rather than spending valuable time searching for our next client. We request introductions to those you know and care about. They deserve to have their financial plan reflect their values as well.

Give us a call and schedule a no cost or obligation consultation today.

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Call: (855) 383-2639

Call to schedule a time for us to talk. There's no cost or obligatation for an initial consultation.
- Jeff Cody, LUTCF, FSS
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  • Making a Charitable Contribution

Let's work together

Our introductory meeting is complimentary

Schedule an Appointment

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(855) 383-2639

Jeff Cody, LUTCF, FSS
Jeff Cody & Associates

Serving clients throughout
the United States and the U.S. Virgin Islands

Investment Advisor Services Offered Through First Advisors National
[READ FIRM BROCHURE]

Copyright 2020 Cody & Associates • Cody and Associates is a financial services company that specializes in asset protection and retirement income products and services. Jeffrey A. Cody is the principal owner of Jeff Cody and Associates and only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC ("FAN Advisors"). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Jeffrey A. Cody is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services, FAN Advisors and Jeff Cody and Associates are independently owned and operated. [READ DISCLOSURES]
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