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Welcome to Smith, Moses & Cozad

At times it can be challenging to become financially independent. At SMC, we know how to disrupt the status quo and want to help you do the same.

Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Planning

Planning

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Wealth Management

Wealth Management

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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