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Business Page


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Cornerstone Financial Planning

Tax & Financial Services

Markets served


Nationwide

Except the following states:

Louisiana

Licenses, Designations or Certificates


Candidate for CFP® Certification
Chartered Financial Consultant (ChFC®)
Real Estate Financial Coach 

More ways to connect


(719) 286-0403

About us


I help people making over $150,000 (household income) achieve financial independence through real estate investing by strategically integrating real estate investment strategy into my clients' comprehensive financial plans. Unlike traditional advisors who overlook real estate, I'm also a real estate investor and have professional expertise in real estate financial analysis and decision-making to help my clients optimize their rental portfolios, tax strategies, and cash flow management—all within their personalized financial plan. Whether you're scaling your portfolio or refining your investment approach, I’ll help you maximize returns and create a clear path to long-term wealth.

Specialties


Financial Planning

Fee-Only
Retirement Planning
Estate Planning
Budgeting
Debt Management
Self-directed IRA
Wealth Management
Insurance Planning

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Our Team


Daniel Huffman