Cornbelt Financial, LLC
Your Complete Financial Partner
4.0
Modern accounting and advisory firm focused on optimizing financials for small business owners and individuals.
About
Cornbelt Financial is your modern accounting and advisory firm focused on optimizing financials for small business owners and individuals by providing tax, investment, and financial services utilizing technology and a unique, individualized approach for each client. As an experienced advisor with a focus on education and guidance, we create personalized experiences to help you with your financial goals and build a strong future for yourself, your family, and your business.
Our comprehensive suite of services allows us to meet with individuals and small business owners throughout the year to plan tax efficient strategies for financial growth, retirement, wealth preservation, and succession planning.
Services
Tax Preparation & Planning
Tax preparation for both individuals and small business clients. We will prepare your annual tax return, provide mid-year and year-end analysis, and identify tax reducing strategies.
Bookkeeping, Payroll, & Consulting
All-inclusive set of services for small-business owners to manage and report financials, understand performance analytics, process payroll, and provide consulting to leverage data to make better business decisions.
Financial Planning
Set your future up for success with our financial planning services. We will help you implement a savings plan, establish a vacation budget, forecast your finances, plan for retirement, create an estate plan, and offer guidance on a variety of other financial decisions.
Investment Advising
Preserve your wealth, mitigate taxes and expenses, and maintain investments suitable for your risk appetite, all while having proper game plans implemented for both life and business events.
Succession Planning
Create 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.
Business Valuation
Looking to sell your business or fund your retirement through the sale of your business? We leverage technology to reduce the cost, time, and complexity of business valuations so that business owners can address their business succession plan.
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