Find the Certified Financial Planner™
Who's right for you.

Michael A. Cozad, CFP®, MSFS

Smith, Moses & Company, LLC

2149 N Fairfield Rd
Ste B
Beavercreek, OH 45431
Phone: (937) 431-8010

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Investment Management
  • Insurance
  • Retirement

 

How Planner Charges

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