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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.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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