Personalized wealth management designed to help you build wealth intentionally, steward it faithfully, and align your life with your values
Wealth Management & Financial Planning
Real Estate Planning
aimed at... A Fulfilled Life!
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 help people make smarter investment and real estate decisions so they can build wealth with purpose and confidence
How It Works...
Schedule an Intro Call
This is a chance for us to get to know each other and see if we’re a good fit. There’s no pressure or commitment on this call. If it makes sense to move forward, we’ll schedule a second meeting to dive deeper.
Develop your Strategy
Starting with your core values and biggest life goals, we’ll build a personalized strategy for financial independence and intentional investing.
Enjoy the Journey!
My philosophy is simple: build a life you don’t need to retire from while making an impact along the way.
Wealth Management Services Offered
Retirement Planning
Investment Advice
Investment Management
Cash Flow Planning
Real Estate Planning
Estate and Legacy Planning
Business and Ownership Planning
Strategic Tax Planning
College/Career Planning
Risk Management and Insurance
Tiers of Wealth Management
Independent Advice. Fee-Only. For a Transparent Flat-Fee.
Growth
Starting at $8,000/Year
- The Growth tier is designed for clients in the early and mid-career stages who are focused on building wealth intentionally and pursuing long-term financial independence. Clients in this tier often seek guidance on investment strategy, tax-efficient wealth accumulation, career and income decisions, real estate planning, risk management, and aligning their financial decisions with their long-term goals and values. Planning may also include coordination with accountants, attorneys, and other professional advisors.
Investable Net Worth Annual Fee Up to $1,000,000 $8,000 $1,000,001 – $2,000,000 $10,000 $2,000,001 – $4,000,000 $12,000 $4,000,001 – $6,000,000 $14,000 $6,000,001 – $8,000,000 $16,000 $8,000,001 – $10,000,000 $18,000 $10,000,001 – $12,000,000 $20,000
Legacy
Starting at $10,000/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
