Services

Building portfolios based on our clients’ needs is the heart of what we do at Cozad Asset Management. Clients come to us for many reasons. Some have acquired assets over time with little or no planning or direction. Others have an inheritance, have sold a business or piece of property or received a retirement plan distribution. All want to make the most of their finances and recognize that it’s time for professional asset management services.

With our clients’ individual needs our top priority, we develop custom-tailored portfolios. In building a portfolio, we often take the following approach:

• Focus on goals and objectives
• Review current holdings and performance
• Assess risk tolerance
• Develop a comprehensive plan
• Review asset allocation and plan on a regular basis

Our client-focused approach recognizes that every client is different so our approach and services vary to meet the specific needs of each individual.

Some clients come to us looking for a comprehensive financial plan. Others have a specific need, such as college, retirement or estate planning. Just as we do with our Asset Management services, we start with the basics, focusing on goals and objectives and the current financial situation. Our goal is to create a plan that takes into account all aspects of our clients' finances, specifically, investments, insurance and taxes.

While retirement planning can start at any age, often clients come to us when they receive a retirement plan distribution and are seeking the optimal way to manage these funds, either prior to or during their retirement years.

When it comes to estate planning, our team approach enables us to focus on asset management, tax and insurance issues.

For complete information about our Financial Planning services, please contact Mary McGrath, CPA, CFP®, at mary@cozadassetmgmt.com.

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, at ray@cozadassetmgmt.com.

We provide our clients complete tax services through our subsidiary, Managed Tax Services, LLC. Our Certified Public Accountants and accounting staff work with both individuals and companies with federal and state income tax planning and preparation.

For complete information about Managed Tax Services, LLC, please contact Anne Storsved at anne@cozadassetmgmt.com.