Financial U

Founded by Cody Carpenter, CFP®, Financial U is headquartered in McDonough, Georgia, and has financial professionals in Texas, Virginia, and Kansas. Our mission is to make a positive difference in the overall financial lives of our clients. To achieve that, we develop personalized strategies tailored to their unique circumstances, needs, and objectives. Our team helps people at every stage of their lives. Whether you’re just starting your career or enjoying retirement, we can help create a strategy for your financial future so that you and your family can live the life you envision. You’ll find us helping educators, business owners, public employees, and individuals and families in Georgia, Texas, Virginia and Kansas create a plan and set a strategy to help achieve financial stability and freedom. Our clients herald from all walks of life and work, and we feel privileged to work with each and every one. We have a deep understanding of each state’s retirement systems and can help employees understand their benefits. In addition to working with individuals, we provide retirement plan solutions for non-profit and for-profit employers of all sizes.