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Mary McGrath, CFP® CPA

Cozad Asset Management, Inc.

2501 Galen Dr
PO Box 3669
Champaign, IL 61826-3669
Phone: (217) 356-8363
Fax: (217) 355-1359

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.