About Us
Smith, Moses & Cozad offers a complete range of investment management and financial planning services.
Client service is of utmost importance to us, and our primary goal is to help our clients meet theirs.
Finding Your Fit
“To accomplish great things, we must not only act but also dream; not only plan but also believe." ~ Anatole France
Imagine making financial decisions based on what works best for you and your needs. As independent financial advisors, we are committed to providing you with the best available financial advice and recommendations. You can expect to receive services that are conducted ethically, with integrity, objectivity, and diligence by a financial planning firm that has been in business since 1992.
For you, this means:
- A professionally educated and experienced team
- Highly personalized service
- Objective, third-party perspectives
- Identifying your destinations and selecting the best routes
- Periodic, routine reviews of your progress
- Updating your plan as your life plans evolve and change
Featured Content
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Learn More
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More