Cornbelt Financial
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  • Home
  • About
  • Pricing
    • Tax Prep & Planning
    • Financial Planning
    • Investment Advising
    • Individual & Business Succession Planning
    • Business Valuation
    • 401k Plan Advisory
    • Bookkeeping
  • Contact
  • Resources
    • Investors
    • Industries
    • Values
    • Blog
    • Tax Firm Solutions
  • Upload

Your Complete Financial Picture

From personal to business and everything in between. Make better decisions about money with hands-on guidance from real people.
Our Values
About  US

Our Mission

With a focus on education and guidance, we meet with individuals and small business owners throughout the year to plan tax efficient strategies for financial growth, retirement , wealth preservation, and succession planning.

Business

Just getting started or well established? Not a problem! We're a full-service accounting firm assisting with payroll, bookkeeping, and taxes
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Personal

Whether its planning for retirement or filing annual income taxes, we're here to make sure you keep and grow every dollar of your hard earned cash. 
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Both

Not many financial advisors claim to do it all. But we do. Continuity in finances is critical in order to optimize financial success and rest easy at night
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Services at a Glance

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Tax Preparation

The greatest expenditure of most anyone’s life is not their home purchase or education, but income taxes. We don’t just prepare taxes, we attempt to identify strategies to reduce taxes too. All tax planning services come with a Mid-Year Tax Analysis and Year-End Tax Analysis to avoid any un-welcomed surprises during the upcoming tax season.
 
Individuals: Cornbelt Financial’s tax planning services are coupled with our tax preparation services providing our clients with the ability to discuss and plan for the tax implications of life events.
 
Businesses: Cornbelt Financial’s tax planning service also provides small businesses and aspiring entrepreneurs with the information needed to adequately plan for their initial tax return and beyond ultimately allowing us to identify and implement tax reducing strategies.

Succession Planning

Benjamin Franklin was famously quoted stating, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”

Many small business owners and individuals lack a clear succession plan for unforeseen or unplanned life events such as death, disability, and retirement. Much of these succession and contingency planning items are resolved with the use of different insurance products thus mitigating much of the risks both individuals and businesses face.

Bookkeeping & Advising

Tracking your numbers is often cited as one of the most tedious and time consuming tasks of a small business owner. That, combined with the fact that financial reporting can be intimidating creates a recipe for disaster when it comes to filing taxes or seeking funding. 

One of the biggest reasons for small business failure is poor financial management. At Cornbelt Financial, we aim to not only provide you with regular bookkeeping, but to help you interpret the numbers so you can predict cash flow, create a budget, run payroll and walk you step-by-step through the process of where you need to improve . 

Financial Planning

Cornbelt Financial prides itself on uniting financial planning and tax preparation. Together, these two services create a powerful combination when it comes to optimizing financial success and tactically analyzing future scenarios. There are so many "what if's" out there than it can be hard to see the full picture. With a well rounded, all encompassing plan that explores the variables of life, we can better predict how and when you'll achieve your dreams. 

Investment Advising

Cornbelt Financial ensures that our clients are not only remain tax compliant but that they are also tax efficient. As a result of implementing tax and portfolio strategies coupled with our pro-active financial planning, our clients will have proper allocations to their taxable, tax-deferred, and tax-free accounts, thus preserving their wealth, mitigating their taxes, and maintaining investments suitable for their risk appetite. 
​401k Plan Advisory 
Does you current plan advisor only follow-up once/year? Do your employees know their plan advisor? We will pro-actively work with you to identify a service provider for all administration, compliance, and record keeping, in addition to an annual in-depth review, and we will also take the time to ensure that your employees also know their plan advisor.

Business Valuations

There are more than 200 million businesses in the world and 40 million business owners expecting to sell their business within the next 10 years.  78% of those business owners expect to fund their retirement through the sale of their business. Unfortunately, 90% of business owners are either under-insured or have no life insurance predominantly because the process to determine their coverage needs is often expensive, time consuming, and complex resulting in only 2% of business owners having a business valuation. Cornbelt Financial has leveraged technology to reduce the cost, time, and complexity of business valuations so that business owners are capable of addressing their business succession plan.

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© COPYRIGHT Cornbelt Financial, LLC 2018. ALL RIGHTS RESERVED.

There are no warranties implied.
Cornbelt Financial, LLC (“RIA Firm”) is a registered investment advisor located in Denver, Colorado. Cornbelt Financial, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cornbelt Financial, LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cornbelt Financial, LLC’s website on the internet should not be construed by any consumer and/or prospective client as Cornbelt FInancial, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Cornbelt Financial, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cornbelt Financial, LLC, please contact the state securities regulators for those states in which Cornbelt Financial, LLC maintains a registration filing. A copy of Cornbelt Financial, LLC’s current written disclosure statement discussing Cornbelt Financial, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cornbelt Financial, LLC upon written request. Cornbelt Financial, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cornbelt Financial, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through individually licensed and appointed insurance agents.