Confidently achieve financial independence with personalized wealth management designed specifically for real estate investors.
Wealth Management & Financial Planning
Real Estate Financial Advice
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 and have invested in 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 traditional advisors charge based on assets under management (AUM), which often creates a misalignment of incentives for real estate investors.
That’s why I started Cornerstone Financial Planning—to combine my passion for personal finance and real estate with the flexibility to live life on my terms, spend more time with family, and travel more.
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
We’ll meet to see if we’re a good fit. If so, we’ll sign an agreement and get started!
Develop your Strategy
Starting with your core values and big-hairy-audacious life goals, we’ll map out your strategy for financial independence.
Enjoy the Journey!
Live your ideal life now, build a lifestyle you don’t need to retire from, and make an impact along the way!
Wealth Management Services Include
Investment Advice
Investment Management
College Planning
Life Planning
Cash Flow Planning
Retirement Planning
Strategic Tax Planning
Estate Planning
Risk Mitigation and Insurance Planning
Our Wealth Management Service Tiers
Independent Advice. Fee-Only. Flat-Fee. No kickbacks, commissions, or sales. Just objective, fiduciary advice!
Foundations
Who It’s For: Young professionals and newer investors seeking a solid financial foundation and strategy for financial independence. Services focus on building smart financial habits, clarifying goals and vision, and launching a personalized investment plan aligned with each client’s unique situation.
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. These Clients often aspire to retire early or transition to passion work, travel more, or spend more time with family.
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.
*Fees are annual fees for the services listed above and are billed quarterly in arrears. All fees are negotiable. Custom proposals will be provided for extraordinary situations.
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
