Cody Schaefer, CFP®
Advisory Services Manager | Lead Advisor
Cody Schaefer, CFP®, is a Lead Advisor at Fortress Financial Group, dedicated to helping pre-retirees and healthcare professionals achieve financial confidence in retirement. With a strong background in retirement distribution strategies, tax planning, and behavioral finance, Cody understands that the most challenging part of retirement isn’t just saving—it’s executing a plan that eases financial stress and maximizes income during the distribution phase.
Cody believes that clarity is the foundation of financial confidence. By helping clients understand how today’s decisions impact their future, he empowers them to enjoy retirement without financial uncertainty. His personalized approach focuses on building strong relationships, ensuring he understands what excites his clients and what concerns them most.
The most rewarding part of Cody’s work is witnessing the moment clients realize retirement is truly within reach. Whether it’s seeing their smiles or even happy tears, he takes pride in helping them transition from financial uncertainty to a clear vision of their future—one where they can confidently enjoy the lifestyle they’ve worked so hard to build.
Outside of the office, Cody enjoys spending time on the golf course with his wife, Lexi, where they challenge each other to sink bogey putts and clear their minds. In November 2024, they welcomed their daughter, Ellyson, and they love taking her on strolls when the weather allows, along with their Springer Doodle, Niko, who eagerly joins in on the "W-A-L-Ks."
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