Jeff Cody

Experience

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  Country Music Business

  Sept 1994 - Sept 2001

  Professional Singer & Songwriter

  In a former life, I was once a singer and a songwriter in Nashville.

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  MassMutual Financial Group

  Feb 2003 - Jul 2006

  Financial Professional

  Same as above.

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  Cody and Associates

  Jul 2006 - Sept 2023

  Owner

  Same descriptions as above.

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  College Plus Retirement

  Jan 2023 - now

  College Planning Professional

  Parents come to us needing help figuring out the best way to pay for their kid's college. We offer two college coaching programs for parents and their students to get the best college at the best price, saving a family as much as $100,000 or more off the sticker price for college costs through our student positioning programs which helps students qualify for as much merit, need, and scholarship money as possible. Here are just a few features from our coaching programs: • True Values College List • Career Coaching • Personality, Skills, & Learning Assessments • Academic Resume Development • ACT/SAT Prep • Professional Essay Evaluations • Scholarship Search • Campus Visit Prep • Financial Aid Analysis • Appeal/ Negotiate Financial Aid Awards • Evaluation of Financial Aid Awards • Affordability Analysis • COLLEGE EXPENSE & WEALTH RECOVERY℠ STRATEGIES (as your financial consultant)And much more! But we don't stop there. As we guide clients through the college planning process, as financial consultants we help clients discover there's a completely different set of financial principles that exists that seem exclusive for financial institutions and the very wealthy, and by implementing those rules, it can mean the difference of hundreds of thousands of dollars more in your favor. And that's the secret - That's how we are able to recover the cost of college which helps you stay on track for retirement. We help parents get their students into the right college at the right price WITHOUT wrecking your retirement℠. Allow me to show you how you can have everything you are looking for and save time, stress, and money. Show less

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  1847Financial Dallas/Fort Worth

  Aug 2024 - now

  As a financial professional with over 21 years of experience, I have a passion for helping families, professionals, business and practice owners navigate complex financial landscapes, focusing on proven strategies that create efficient more financial choice and control as well long-term tax efficient planning. Through a personalized, economic-based approach, my team and I aim to make a huge difference in clients' lives, whether they are planning for their children’s education and recapturing the costs of college, or preparing for retirement and are looking for the most tax efficient advice that will net them the highest amount of income, choice, and control as possible. We offer some of the most highly advanced financial strategies allowed through our tax code, some of which are as follows:• Executive and Business Owner Benefits and Bonus Systems As Well As Employee Benefits.• Protecting one’s income from being too sick or too hurt to work. Providing money to pay for business expenses, the loss of a key employee due to disability or death, and all can be done as a tax deduction.• Tax Deductible Long-Term Care Funding.• Tax Deductible Permanent Life Insurance.• Pension Plans and Other Retirement Strategies that Maximize Tax Savings.• Income Plans That Never Run Out of Income.• Capital Gains Avoidance Solutions For The Sale Of A Business Or Property.• Managed Portfolios That Were Once Only Available To Institutional Investors.• Every Investment Strategies Allowed Through Our Ever-Expanding Tax Code.• Major Expense Recovery Strategies.And More!Whatever your needs are, we have the right strategies, tactics, and tools that can be custom tailored to meet your exact needs and desired outcome. Show less LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044, 800-873-7637, www.htk.com. CollegePlusRetirement is unaffiliated with HTK. Show less

  • Financial Professional

    Jan 2022 - now

  • Disclosure

    Aug 2024 - now