Azura Wealth Management
Discover personal service and professional financial advice with Azura Wealth Management.
A PARTNER FOR TOMORROW TODAY
Where do you see yourself in 5, 10 or even 20 years? Do your financial plans align with those goals? Discover personal service and professional financial advice with Azura Wealth Management. Our Wealth Management team are dedicated professionals carefully selected and trained to specifically serve credit union members. We have the knowledge and experience, as well as the services and products you seek to protect and manage your financial future.
Azura Wealth Management provides access to a variety of insurance and investment options. Our professionals can build a customized package of preservation and asset accumulation products that can help you work towards your personal financial objectives, whether those involve saving for a home, funding a college education, or planning a comfortable retirement.
What is Wealth Management?
Wealth Management is a comprehensive and tailored financial strategy to address your needs over time. Our member-centered approach provides holistic options to help you preserve your financial objectives. For many individuals, achieving and maintaining financial well-being is a lifelong pursuit. A sound strategy involves planning, preparation, performance, and follow-through at three vital stages of the financial life style.
- Preservation. The first, most crucial, stage in financial planning is protecting your assets, including your quality of life.
- Accumulation. Once you're protected, you will want to save and invest through diversified programs in accordance with set financial objectives. There are mutual funds, stocks, bonds, annuities, money market funds, unit investment trusts and other vehicles can help clients pursue these needs.
- Wealth Management. Once assets are protected and seeking growth, timely and effective management is vital in achieving your financial goals. We can help with tax planning, transfer of assets, and legacy and estate planning.
Work With Someone You Know!
Born and raised in the Kansas City area, Cody has a genuine love for the Midwest and everything it has to offer.
After graduating from the University of Missouri in 1994, Cody began his career of helping people pursue their financial goals. In 2014, he received The American College’s Retirement Income Certified Professional (RICP) designation which recognizes an individual’s commitment to continuing education in the area of retirement planning.
Outside of the office, Cody is active in his church and community, and is a member of the Downtown Topeka Rotary Club. He and his wife, Alisha, have two children. They enjoy traveling and Chiefs games.
Schedule a no cost, no-obligation appointment to discuss your individual needs and financial goals; large and small are welcomed. You can call Cody at 785-295-9255 or submit an appointment request.
Retirement Services
Financial Management
Insurance Services
Education Planning & Funding
Wealth Management
Azura Wealth Management Events
Check out Azura Wealth Management's events, virtual meetings, workshops, and resources to help you make informed decisions about your wealth.
FINRA's BrokerCheck - Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Brokerage Account Log In - access point to log in to your brokerage account
Financial Strategy Resources- investment, insurance and planning strategy information
* Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
**Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please seek appropriate legal counsel.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Azura Credit Union and Azura Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Azura Wealth Management, and may also be employees of Azura Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Azura Credit Union and Azura Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
