Cornerstone exists to help individuals and families steward wealth intentionally through ongoing planning, proactive guidance, and holistic financial decision-making aligned with purpose.
Ongoing Planning
Wealth Management
Intentional Stewardship
Stewardship Is About More Than Money
As life becomes more complex, many successful individuals and families begin asking deeper questions:
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How do we align our finances with what matters most?
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How should money support our family and priorities?
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What does financial success truly look like for our family?
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How do we steward wealth wisely?
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How do we balance enjoying life, generosity, and long-term security?
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How much should we give to causes, people, and organizations we believe in?
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What kind of legacy are we building?
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How can we use our resources to positively impact our family, community, and future generations?
Most financial advice focuses only on products, performance, or retirement projections.
But true financial planning is about more than accumulating wealth. It’s about using wealth intentionally in service of a meaningful life.
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
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.
The flat fee paid is based on the Client’s Investable Net Worth:
- Up to $2,000,000 = $8,000
- $2,000,001 to $2,500,000 = $9,500
- $2,500,001 to $3,000,000 = $11,000
- $3,000,001 to $3,500,000 = $12,500
- $3,500,001 to $4,000,000 = $14,000
- $4,000,001 to $4,500,000 = $15,500
- $4,500,001 to $5,000,000 = $17,000
- $5,000,001 to $5,500,000 = $18,500
- $5,500,001 to $6,000,000+ = $20,000*
See Cornerstone’s ADV Part 2B Item 5 for more information.
Legacy
The Legacy tier is generally designed for Clients who are nearing retirement (including early retirement), already retired, or otherwise financially independent. Clients in this tier often seek guidance on sustainable income planning, tax-efficient withdrawal strategies, Social Security and retirement benefit planning, healthcare planning, estate and legacy planning, and the coordination of financial resources to support long-term goals. Planning discussions may include real estate portfolio strategy and coordination with attorneys, tax professionals, and other advisors.
The flat fee paid is based on the Client’s Investable Net Worth:
- Up to $2,000,000 = $10,000
- $2,000,001 – $2,500,000 = $11,250
- $2,500,001 – $3,000,000 = $12,500
- $3,000,001 – $3,500,000 = $13,750
- $3,500,001 – $4,000,000 = $15,000
- $4,000,001 – $4,500,000 = $16,250
- $4,500,001 – $5,000,000 = $17,500
- $5,000,001 – $5,500,000 = $18,750
- $5,500,001 – $6,000,000+ = $20,000
See Cornerstone’s ADV Part 2B Item 5 for more information.
*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
