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 Services Offered
Life Planning
Investment Advice
Retirement Planning
Real Estate Financial Advisory Services
Cash Flow Planning
Investment Management
Estate Planning
Business and Self-Employment Planning
Strategic Tax Planning
College/Career Planning
Equity Comp Planning
Risk Mitigation and Insurance Planning
Custom quotes are provided for clients with needs beyond the standard scope, such as equity compensation or complex business and self-employment planning. These services, if included, will be detailed in your Agreement and reflected in your flat annual fee. See Item 5 for more on how fees are determined: ADV Part 2 Brochures.
Tiers of Wealth Management
Independent Advice. Fee-Only. Transparent Flat-Fee. No kickbacks, commissions, or sales. Just objective, fiduciary advice!
Foundations
$4,000 or $6,000/Year
- For young professionals and new investors focused on building strong financial habits, clarifying goals, and starting a long-term investment strategy. Ideal for those with simpler planning needs and looking to establish a path to financial independence.
- $4,000 for Wealth Management
- $6,000 for Wealth Management with Real Estate Financial Advisory Services
Growth
$6,000 or $8,000/Year
- For mid-career professionals looking to grow their wealth, managing more complex decisions (such as equity compensation or real estate), and optimizing their investment and tax strategies. Typically includes more in-depth planning and guidance.
- $6,000 for Wealth Management
- $8,000 for Wealth Management with Real Estate Financial Advisory Services
Legacy
$10,000 or $12,000/Year
- For those nearing or in retirement, or already financially independent, who want to optimize their financial life, tax-efficiently generate sustainable income, manage their real estate, optimize Social Security & healthcare planning, and create a lasting legacy.
- $10,000 for Wealth Management
- $12,000 for Wealth Management with Real Estate Financial Advisory Services
*Typical fee ranges for each service tier are shown above. The flat annual fee is determined according to the schedule outlined in Item 5 of Cornerstone’s Form ADV Part 2 Brochures. Fees are negotiable, and custom proposals may be offered for unique or complex situations. Additional services are described in Item 4 of the 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
