Jeff Cody

LUTCF®, FSS®, RFC®

Professional Accomplishments

• Bachelor’s degree in business administration, Belmont University

• Member, Tennessee Christian Chamber of Commerce

• Life Underwriter Training Council Fellow

• Former National LUTC Trainer for The American College

Professional Designations

• Financial Services Specialist

• Registered Financial Consultant

• Certified in Long-Term Care Insurance

Jeff Cody deeply understands the stumbling blocks faced by his clients that he sees each day. He’s lived their ups and downs in his own life, choosing to take what he’s learned along the way and channel it into a retirement services practice to help uplift others in their pursuit of improving their retirement. His personal mission is to help maximize each client’s retirement potential.

His drive came from his own experiences: His family lost their farming business by being financially misinformed and following the advice of others who offered no verification to prove their advice. This experience changed his life forever and he’s on a mission to help as many people as possible, so they do not fall into a similar trap.

Jeff has 20-plus years in the financial services and retirement industry, working with clients to help grow, maintain, and protect their assets through biblically responsible strategies for retirement income, college savings, and tax minimization. He has a teenage son and knows first-hand how overwhelming college expenses can be to a household budget and the impact on the parents' financial future and their ability to retire. 

In his free time, Jeff enjoys family activities, reading biographies of highly successful people, walking and hiking, and studying. His son is preparing to attend college and study finance so he can follow in his father’s footsteps and eventually take over the practice.

Meet our founder: Dedicated to serving you

Our Mission

“The earth is the Lord’s, and the fullness thereof; the world, and they dwell therein,” Psalm 24:1

Ronald Reagan said, “Freedom is never more than one generation away from being extinct.” In a society with eroding morals, we believe that values rooted in Judeo-Christian principles maintain our freedom and liberty. Our mission is to honor God and serve our clients by finding companies that reflect our Biblical values and create compelling value for retirees and the common good.

If our mission resonates with you, we would appreciate the opportunity to serve your financial needs.