Broker Check
Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
608-785-0069
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130
830-620-0131

How we are different?

I’m Cody Rickaway, a CERTIFIED FINANCIAL PLANNER™ professional in La Crosse, WI. The focus of my practice is primarily on helping clients with retirement accumulation and distribution strategies to reach their goals. 

At Innovative Retirement, all successful investing is goal-focused and planning-driven, rather than market-focused and performance-driven.  I realize that this is countercultural from what you hear in the news and media, but it's the truth. 

My focus is entirely on you, and I work to educate and simplify things that are traditionally scary and complex.  First, we work to create best-in-class customized financial plans to help you achieve your lifelong goals.  Then, we create a portfolio for you, that, at historical rates of return will seek to get you where you need to go.   After our strategy and plan are established and agreed upon, I become your behavioral coach.  This means that over the next 30-40 years of our working relationship, I help you make good decisions regarding your portfolio.  In other words when technology stocks are hot and you want to invest 50% of your assets in this sector, I tell you no.  When the market is down 25% and you want to sell your equities, I help coach you to view this as an opportunity to buy at fire-sale prices, and get you that much closer to reaching your goals.

The best golfers in the world, do not necessarily hit the highest number of great shots during a round, but rather, they make the fewest mistakes. That's exactly how I coach my clients, helping them avoid the big mistakes regarding their financial success. 

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

My financial planning and behavioral coaching fees are worth multiples of what I charge for them.  I truly believe that everyone needs a great financial advisor to have a successful outcome.  As humans, our emotions and behaviors tend to get in the way of what we are trying to accomplish. 

We look forward to helping you not only to retirement but through retirement.  Please give us a call to set up a no cost, no obligation consultation to see if we are a good fit for you and your family. At this meeting, we will get to know each other, gain an understanding of your goals and objectives, discuss our fees and decide if we are a good fit to work together, or not.

Please click the link below to schedule a no cost, no obligation meeting with me to discuss your financial situation.