Fiduciary

Next Adventure Financial

Lafayette, Indiana

5.0 (11 reviews)
Call (765) 705-0117 Visit website →

About

Next Adventure Financial is a fiduciary advisory firm based in Lafayette, Indiana, specializing in retirement planning for clients age 50 and older. Led by Cody Lachner, a CFP and Enrolled Agent, the firm operates on a fee-only basis without earning commissions on product sales. The firm focuses on tax-efficient retirement strategy, investment improvement, and helping clients align their financial plans with retirement goals.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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