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  • Home
  • About
    • Our Team
    • Who We Serve
    • Values
  • Services
    • Tax Preparation & Planning
    • Bookkeeping, Payroll, & Consulting
    • Financial Planning
    • Investment Advising
    • Succession Planning
    • Business Valuation
  • Blog
  • Contact

Succession Planning

Cornbelt Financial creates a plan for life after work to help support a smooth transition into retirement and plan for unforeseen events such as death and disability. Leverage insurance products, long-term care, legacy planning, and mitigate risk for your future and family. 
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Mitigate risks for both yourself and your business with our wide variety of planning services. There is not a one size fits all approach and our team will help implement effective long-term plans to meet your needs. Recommendations include wills, trusts, estate planning, and insurance products. 

    Schedule a succession planning consultation today!

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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.
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Insurance products and services are offered and sold through individually licensed and appointed insurance agents.