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A solid financial plan includes the appropriate levels of insurance. We review our clients' needs for life, long-term care, property and casualty insurance, as well as specific types of business insurance, to make sure they have the proper coverages. Having the right insurance can also be an important part of a financial plan for college, retirement or estate planning purposes.
For complete information about our Insurance/Risk Management services, please contact Ray Heinrich, CLU.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management and the Cozad Small Cap Value Fund are independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.