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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 provide financial planning specifically for real estate investors. I combine financial planning with one-on-one real estate coaching and strategy to help my clients make better investment purchases, optimize what they have, and make better sell/1031 decisions to maximize their returns. I'm also a real estate investor (13 doors, syndications) and a Real Estate Financial Coach, and I am working through the CCIM curriculum so I can serve clients at the highest level, especially when it comes to multifamily. My goal is to help my clients make the best investment decisions that mitigate the downsides and maximize potential returns.

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
Tax & Financial Services
Pro Member