Achieve Financial Independence through Real Estate Investing With Our One-On-One Advisory Services!
Comprehensive Financial Planning
Real Estate Coaching & Strategy
Retirement Planning
How do you tell the difference between an OK investment and a great one?
Investing in real estate on your own can be tricky...
If you're not confident in your numbers, it's easy to fall into analysis paralysis because you're afraid of losing money.
Or worse, you're falsely confident in your numbers because you don't know what you don't know, so you buy a money pit.
When you work with someone who has the experience & expertise you're trying to gain, it can help you make better investment decisions and speed up your journey to financial independence!
Your Journey to Financial Independence Could Start Today!
Schedule an Intro Call
We’ll meet to see if we’re a good fit. If so, we’ll sign an agreement and get started!
Create Your Financial Plan & Investment Strategy
Then, we’ll map out your strategy together, beginning with your financial plan.
Enjoy Your Journey to Financial Independence!
To me, it’s all about intentionally living out your ideal life now, building a future you don’t need to retire from, and making an impact as you go!
Comprehensive Financial Planning Includes
Life Planning
Align your personal values and goals with your finances to create your ideal life now. Create a meaningful life you don’t need to retire from!
Cash Flow Planning
Align your money with your values, telling it where to go rather than wondering where it went!
Insurance Planning
Reduce the risk of the unknown & unplanned for! We’ll reduce your risk exposure and insure what we can.
Retirement Planning
We’ll collaboratively develop your strategy for early or traditional retirement, aiming for your desired retirement income and planning.
Strategic Tax Planning
Everyone benefits from high-level strategic tax planning to reduce their lifetime tax burden, which increases spending capacity!
Estate Planning
Investment Management
Real Estate Planning
We’ll ensure your real estate investments fit your overall financial plan and contribute to your wealth, retirement, and estate objectives.
Real Estate Coaching
Receive one-on-one education, coaching, and strategy with ongoing support and guidance as you buy, manage, and sell your real estate.
Choose One Of Our Three Advisory Packages
Our transparent fee-only pricing minimizes conflicts of interest, so you can be confident we always have your best interests at heart.
Foundations
- For beginners looking to start investing in real estate with the confidence that comes from a solid financial foundation with one-on-one coaching. Work with an experienced professional to build a personalized financial plan and real estate investment strategy. This approach helps reduce the risk of expensive lessons and sets you up for financial independence.
- *Investment management is available for an additional fee
Growth
- For more experienced investors with 3+ properties aiming at scaling their rental portfolio, especially those wanting to get into multifamily and maximize their returns, we’ll optimize your portfolio’s ROI, scale tax-efficiently, and develop a plan to help you maximally enjoy these mid-life years as you plan for financial independence.
- *Investment management is available for an additional fee
Legacy
- For financially independent investors looking to slow down, move into passion work, or retire. We’ll optimize your real estate portfolio to be more passive and to provide consistent cash flow, preserve your wealth, minimize taxes, manage healthcare costs, optimize Social Security timing, and create a lasting impact.
- *Investment management required
*Fees shown above are annual fee estimates based on typical scenarios and are billed quarterly in arrears. Custom proposals will be provided for extraordinary situations.
Investment Management Fee Schedule
- Up to $500,000 is free.
- $500,000+ is $1,000
- $1,000,000+ is $2,000
- $3,000,000 + is $3,000
- $5,000,000+ requires a custom quote
Meet Dan Huffman
Fee-only financial planner & real estate investor
I understand what it is like trying to figure out the real estate world on your own.
You know its potential impact, but there are serious financial and life consequences if you make the wrong decision.
Sometimes, you feel like not moving at all is the safest choice as making investment decisions by yourself can be risky.
But, overcoming that analysis paralysis and fear is critical to moving forward confidently and successfully.
When I left my job as a physical therapist in the Army, I didn’t have a guide. But once I understood what Robert Kiyosaki meant by “experience is expensive, education is cheap,” I got one—and it made a huge difference! Now, I use my financial expertise and real estate experience to be that guide for my clients.
Professional Affiliations
