Financial Planning

The principals of Code Waechter, LLC are CERTIFIED FINANCIAL PLANNER™ professionals. Our financial planning process includes the following elements:

  • Review of risk management and financial protection
  • Retirement projections and savings strategies
  • Tax management and estate planning
  • Investment planning and portfolio analysis
  • Asset protection strategies

As a Registered Investment Advisor (RIA), we operate under the fiduciary standard for all investment accounts that we manage for our clients.

We utilize eMoney as our main financial planning tool to help our clients reach their financial goals in an on-going process of evaluation, planning, and review.  The video below gives a brief description of eMoney and the capabilities we have with this software: