Cozad Asset Management, Inc. is a Registered Investment Adviser. Cozad provides comprehensive and personalized financial services, including:
- Tailored Investment Management
- Retirement, College, and Estate Planning
- Life, LTC, and Disability Insurance
- Income Tax Preparation
Founded in 1972, Cozad is based in Central Illinois but serves clients across the country. The experienced team of CPAs, CFP® and other financial professionals works with individuals and young families just getting started to multi-generational families with sophisticated needs.
Cozad Asset Management, Inc. is Independently Owned and Operated.
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