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Cody Lachner (CFP®, EA)

Cody Lachner focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I’m Cody Lachner, a financial planner providing tax-focused financial planning to retirees and those approaching retirement.

The services and advice I provide are designed to help families reduce their lifetime tax bill while helping them confidently & safely enjoy their wealth in retirement.

I also work with younger families and outdoor enthusiasts who are working hard to reach their financial goals no matter how big or small. I love helping young families make meaningful progress towards more non-traditional goals like early retirement, sabbaticals, career changes, and more.

My professional education includes the CERTIFIED FINANCIAL PLANNER™ designation, a Masters degree in Personal Financial Planning, and the IRS Enrolled Agent designation. As an Enrolled Agent, I have obtained a much deeper technical knowledge of our complex tax code and have been admitted to practice in front of the IRS on tax matters.

Additional Information

Fun facts about me:

When I’m not meeting with clients or in front of a computer building financial plans, you can find me on my mountain bike, hiking some trails, or paddling on some water.

My wife, Julia, and I have fallen in love with Alaska over the years and this is one of our favorite places to travel to. We find ourselves going back again and again. I absolutely love being in wild, remote places and Alaska offers an endless supply of that!

Some of my most memorable adventures have been in Alaska. Here are some of my favorites:

  • Hiking the Stampede Trail just outside of Denali National Park in Alaska (this trail was made famous by the book and movie “Into the Wild”).
  • My wife and I caught a 135 lb halibut in the Gulf of Alaska; that took some serious muscle and stamina to reel in!
  • Camping under the Northern Lights on a cool fall night in the backcountry. Seeing them dance above us in the silence of night was incredible and is hard to put into words.

NAPFA Start Date

August 18, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

17 S 6th St Lafayette, IN 47901 Phone: +1 (765) 705-0117
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