Cody Schaefer CFP® · RICP®

Background

Cody Schaefer, CFP®, RICP®, is a Senior Advisor at Fortress Financial Group, dedicated to helping pre-retirees and healthcare professionals prepare for retirement with greater clarity and organization. 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 helps clients evaluate sustainable retirement income strategies.

Approach

Cody believes that clarity is the foundation of sound decision-making. By helping clients understand how today’s decisions impact their future, he helps them feel more prepared for retirement decisions. His personalized approach focuses on building strong relationships, taking the time to understand what excites his clients and what concerns them most.

The most rewarding part of Cody’s work is the moment clients better understand what retirement may look like under different planning scenarios. Whether it’s seeing their smiles or even happy tears, he takes pride in helping them move from financial uncertainty toward a clear vision of their future—one where they can align their financial resources with the lifestyle goals most important to them.

Beyond the office

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.”