Cody Pfaff

FIC, RICP®

Financial Advisor

Our practice exists to help people find financial clarity. As your dedicated advisor, we strive to educate and empower you to realize your unique financial goals.

State(s) Licensed: FL, IL, MI, NC

Phone: 989-269-2208

Address:

47 Westland Dr
Bad Axe, MI 48413

Our practice exists to help people find financial clarity. As your dedicated advisor, we strive to educate and empower you to realize your unique financial goals.

State(s) Licensed: FL, IL, MI, NC

Why Do We Exist?

Our practice exists to help people find financial clarity. We know finances can be confusing and scary, but we want to help change that. We strive to understand what is important to you and what you would like to do in your financial lives. We take an educational approach to help explain our recommendations and how they are specific to YOU.

As a Retirement Income Certified Professional (RICP®), our practice focuses on helping clients transition from working to retirement and beyond. Our focus on planning for retirement income involves things like:

Addressing some of the risks that retirees face in retirement
Choosing your optimal retirement age
Assisting with various claiming strategies that maximize Social Security benefits
Focusing on ways to improve tax efficiencies

If you are tired of feeling like a "number", we would love the chance to sit down with you. Contact us today by phone or email so that we can get an appointment scheduled to see how we can help!

Providing Customized Financial Planning in Bad Axe

Through a holistic approach that focuses on each client’s individual needs, it allows us to work to deepen client relationships. Our goal is to work together to figure out their financial goals and develop a financial plan tailored to their specific needs. Some of our areas of expertise are:

Financial Planning
Retirement Income Planning
Investment Management
Insurance Protection Strategies
Wealth Transfer Strategies
Estate Planning

We can help clients find answers to questions like, "How much money do I need to retire?" and "How much life insurance do I need?". Retirement planning can be scary, but we can provide you with the education to feel more confident in your finances and bring answers to some of the questions you are seeking.

Our office is conveniently located behind Thumb Office Supply in Bad Axe, but we work with clients throughout the entire Thumb area. Call me or stop by my office to learn more or to set up an appointment. If you are more comfortable with a virtual appointment, we can arrange this as well. I would love the opportunity to learn how I can help you find financial clarity.

How Do I Start?

It can be intimidating figuring out where to begin. We strive to make taking the first step easier to allow you to get on track to achieving financial clarity. We offer multiple ways to connect to have a conversation to fit into your schedule and keep everyone safe. The different ways we can meet are:

In-person Appointment
Phone
Zoom web call

We try to accommodate everyone's busy schedule and hectic lives by offering various ways of connecting with us and working together. Give us a call or click the "Contact Me" button above to directly reach out to our office with how you prefer us to contact you.

Our Office

We are conveniently located behind Thumb Office Supply (across from Maurer Electric) just south of M-53 on Westland Drive. We have parking available directly in front and to the north side of our office. Stop by and say hi!

Helpful Resources

We have some links to some 3rd party resources that our clients found to be helpful.

For Social Security related resources, visit this link: https://www.ssa.gov/

Here you can register for your Social Security myAccount which allows you to view your estimated income from Social Security. You can also use some of the calculators to help make you feel more confident in your Social Security income.

For investment-related tools and calculators, follow this link: https://www.finra.org/investors/tools-and-calculators

Here you have access to various tools, calculators, and quizzes. Some of the calculators that people find valuable are the "Savings Calculator" and the "Retirement Calculator".

For more education regarding insurance planning questions, follow this link: https://lifehappens.org/

Here you can find more information on the different types of insurances and considerations for different family situations. You can access utilize some of their calculators to estimate life insurance and disability insurance needs.

Spend some time doing your own research on different topics, but don't hesitate to contact me if you have any questions!

Disclosure: By clicking the links above you will be leaving this site. We believe the information to be accurate, but Thrivent is not liable for any representations made on those sites.

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Location

Our Office

Our Office

Phone:: 989-269-2208

Hours

M – F: 9 a.m. – 5 p.m.

Address

47 Westland Dr
Bad Axe, MI 48413