Achieve financial independence with confidence—through personalized wealth management built for real estate investors, by a real estate investor!
Wealth Management & Financial Planning
Real Estate Financial Advisory Services
aimed at... Financial Independence
Real estate investing can be powerful for building wealth—when done right.
I’ve experienced firsthand how real estate can accelerate the path to financial independence. We own 13 cash flowing units, syndications, and private investments. But I’ve also seen how easy it is to make costly mistakes by following generic advice or investing without a clear plan.
But finding financial advice that truly supports real estate investors isn’t easy. Most advisors lack the expertise and simply want you to sell your properties so they can manage your money and charge a percentage of assets under management (AUM), which I believe creates conflicts of interest.
That’s why I started Cornerstone Financial Planning—to combine my passions for personal finance, investing, and real estate with the flexibility to live life on my terms, spend more time with my family, and create more experiences traveling.
It's also why I’m an independent, fee-only advisor—no commissions, no sales incentives—and I charge a transparent flat fee based on the service provided to align our interests.
My goal is to provide real estate investors the strategic guidance they need to make smarter investment decisions, scale confidently, and stay on track toward the life they truly want.
How It Works...
Schedule an Intro Call
This is a chance for us to get to know each other and see if working together makes sense. There’s no pressure to decide on this call. If it feels like a good fit, we’ll schedule a second meeting to go deeper to help you decide if I’m the right fit.
Develop your Strategy
Starting with your core values and big-hairy-audacious life goals, we’ll map out your strategy for financial independence. Then, we’ll analyze your current investments and develop your investment strategy moving forward.
Enjoy the Journey!
As we do everything, I believe it’s all about intentionally creating and living out your ideal life now! My philosophy is to build a lifestyle you don’t need to retire from, and make an impact along the way!
Wealth Management & Financial Planning Services Include
Life Planning
Investment Advice
Retirement Planning
Equity Comp Planning
Cash Flow Planning
Investment Management
Estate Planning
Business and Self-Employment Planning
Strategic Tax Planning
Real Estate Financial Advisory Services
Risk Mitigation and Insurance Planning
Real Estate Advisory, Equity Compensation, Business & Self-Employment Planning, and Strategic Tax Planning are optional add-on services. If selected, they will be included in the Agreement and will increase the flat annual fee based on their complexity. See my ADV Part 2 Brochures Item 5 for more details on the fee schedule for these items.
Our Wealth Management & Real Estate Financial Advisory Service Tiers
Independent Advice. Fee-Only. Transparent Flat-Fee. No kickbacks, commissions, or sales. Just objective, fiduciary advice!
Foundations
Who It’s For: Young professionals and aspiring or new investors with straightforward situations requiring minimal engagement, who seek to establish a solid financial foundation and a strategy for achieving financial independence. Services generally focus on cultivating sound financial habits, clarifying personal goals and life vision, and initiating an investment strategy to support these objectives, all while remaining tailored to each client’s unique needs and circumstances.
Growth
Who It’s For: Mid-career professionals and more experienced investors actively building wealth, accumulating assets, and looking to optimize their portfolios with more advanced strategies, typically requiring more meetings and expertise to help them make larger financial decisions. These Clients often aspire to retire early, transition to passion-driven work, travel more, or spend more time with their families.
Legacy
Who It’s For: Investors who are financially independent or close, within five years of retirement, or are already retired, seeking to optimize their wealth, reduce complexity in their real estate portfolios, focus on retirement income, minimize taxes, and create a lasting financial legacy.
*Typical fee ranges for each tier are shown above. The flat annual fee a Client pays will calculated per the fee schedule described in Item 5 of Cornerstone's Part 2 Brochures. (Click the ADV link in the footer of this website). Fees are negotiable, and custom proposals may be provided for unique situations. Other secondary services available are described in Item 4 of Cornerstone's ADV.
Meet Dan Huffman
Fee-Only Financial Advisor & Real Estate Investor
I founded Cornerstone Financial Planning to merge my passions for personal finance, investing, and real estate investing with my desires to work flexibly from home, enjoy more quality family time, and travel more often.
I love seeing my Clients gain that level of clarity for their own life, taking control of their money, aligning their financial strategy with their values & goals, and investing strategically and tax-efficiently as they pursue and achieve financial independence.
That's why my vision for Cornerstone is to be recognized as the premier wealth management firm for real estate investors.
Outside of Cornerstone, my wife, son, and I love spending time in the mountains (Switzerland, France, Canada, and Norway are our favorites!), hiking, camping, and seeing our son have new experiences as he grows up! But we also love beaches! Portugal (the Algarve region!), Crete, Turks & Caicos, & Saint Martin are some of our favorites!
If you have any questions or would like to connect, please reach out!
Professional Affiliations
