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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
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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