HERE TO SERVE ALL OF YOUR FINANCIAL PLANNING NEEDS. ALL IN ONE PLACE.
- Personalized Financial Planning
- Tailored Investment Strategies
- Income Tax Consultation and Preparation*
- Life, Disability and Long-Term Care Insurance Services
We design solutions to achieve each client’s unique financial goals while aligning with the client’s investing preferences, risk tolerance, and holistic financial picture.
Our portfolio managers bring specialized expertise to a variety of asset classes and aim to provide superior risk-adjusted performance.
Financial Planning & Other Services
In our comprehensive wealth management review, we strive to understand your inventory of assets and liabilities, your cash inflows and outflows and how taxes come into play.
Gregory D. Cozad, CFP®
Mary McGrath, CPA, CFP®
Stuart Meacham, CPA, ChFC®
Founded in 1972, Cozad Asset Management, Inc. provides the highest quality professional and personalized financial services and advice to individuals, families and institutional investors throughout the country. Our client-focused approach allows Cozad professionals to fully understand each client’s personal financial situation, including investments, tax and insurance and to satisfy individual financial objectives and achieve long-term goals. Many clients find Cozad’s specialized composites to be excellent additions to their portfolios.
Cozad Asset Management Inc
2501 Galen Dr,
Champaign, IL 61821