At Smith, Moses and Cozad, a financial planning services firm since 1992, we specialize in financial, estate, and investment planning* with offices in Beavercreek and Vandalia. As independent advisors, we are committed to providing unbiased financial advice, product recommendations and strategies to help accomplish your financial planning needs.
Our services include:
Retirement and Pension Planning
Personal and Business Financial Planning
Employee Benefits Analysis
Wealth and Preservation Strategies