Mission

​Cornbelt Financial pro-actively works with individuals & small business owners throughout the year to ensure that our clients are not only tax compliant but also tax efficient by strategically implementing both tax and portfolio strategies. With our pro-active planning, our clients will have proper allocations to their taxable, tax-deferred, and tax-free accounts, thus growing and preserving their wealth, mitigating their taxes, all while having proper succession plans implemented in both life and business.

Founder

Cornbelt Financial is owned and operated by Adam Carr, whom is an IRS Enrolled Agent, having also earned a MBA from Ashford University, a BS in Finance from Iowa State University, and has become Series 65 and Colorado Life Insurance licensed. I have previously worked as a Senior Valuations Analyst and as a Financial Analyst within the Mutual Fund Administration industry all while building a business.

Why we're different
Much of the service-based industry is reactionary to their client needs, often working with their clients only when their services are sought or when it is already too late. In contrast, Cornbelt Financial implements a pro-active approach to fully understand and know our clients so that we are able to foresee opportunities that align with our clients’ needs and goals. We take the time to explain the “why” rather than only telling our clients “the what,” therefore better preparing our clients for the years ahead.

Our Services

Tax Preparation
Cornbelt Financial provides tax preparation for both individuals and small business clients to ensure income taxation compliance. Tax Preparation Only services include a mid-year email and year-end follow-up call to maintain the pro-active service model for our clients and avoid any un-welcomed surprises during the upcoming tax season.
 
Tax Preparation & Tax Planning
The greatest expenditure of most anyone’s life is not their home purchase or education, but income taxes. We don’t just prepare taxes, but we reduce taxes too.
 
  • 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. Tax planning services also allow for our firm to identify and pro-actively implement a variety of different tax strategies enabling our clients to reduce their overall income tax.
  •  Small Businesses: Cornbelt Financial’s tax planning services 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.
 
Investment Advising
Cornbelt Financial ensures that our clients are not only tax compliant but 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, all while having proper succession plans implemented in both life and business.
 
Financial Planning
Cornbelt Financial is capable of assisting our clients with all of life’s financial decisions. We are capable of identifying the necessary guidance our clients need to accomplish their financial and life goals. Whether those goals are implementing a savings plan, establishing a vacation budget, forecasting their finances into the future for retirement planning, or to determine the financial impact of different financial decisions we’ll be able to provide the guidance needed.
 
Individual & Business Succession/Contingency 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.
 
Business Valuation
They are more than 200 million businesses in the world and 40 million business owners expecting to sell their business within the next 10 years while 78% of business owners expect to fund their retirement through the sale of their business. Unfortunately, 90% of business owners are either underinsured or have no life insurance predominantly because the process to determine their coverage needs is often expensive, time consuming, and complex thus 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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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.