As a CERTIFIED FINANCIAL PLANNER^® (CFP^®), Cody Pollock does an in‑depth analysis of his clients’ financial goals and retirement objectives to help him develop a comprehensive plan that will positively impact their future. He starts by asking his clients detailed questions so he can better understand their financial goals, covering career, home, family, investments and more. Then he goes deeper, discovering all the nitty-gritty details in your financial plan. He then analyzes and compiles all the data into a flushed out, detailed financial plan covering all the topics important to you.

Don’t be surprised if he also asks you about your car. He can’t help it; he’s a car enthusiast. Just like the precision financial plans he builds for his clients’ future, he also rebuilds classic cars, bringing them back to their former glory in his spare time. He also hosts an annual car show fundraiser each summer for a local high school robotics team. Cody and his wife, Sierra, live in Chaska, along with a couple of classic Camaros in various states of restoration. He also enjoys spending time boating, fishing and hunting at his Family cabin in Akeley, MN.