• Is your retirement plan meeting your business goals?
• Are your employees and participants on track to retirement readiness?
• Are the administrative and investment fees you pay reasonable for the services you receive?

Are you in compliance? Let our team assist you with your fiduciary duty of periodically reviewing  your plan.

When it comes to retirement plans, it's easy to feel like you're in the dark. At Copper Leaf Financial and Davis & Hodgdon Associates CPAs, we help clear the confusion and shine the light on what you need to know - putting the odds of a successful retirement plan in your favor.

No Commission. No hidden fees.

Just a wealth of objective advice based on decades of independent financial research to help you make smarter choices.
We offer employers with existing retirement plans a complementary second opinion on the health of your retirement plan. This free diagnostic evaluation includes:

• An analysis of your plan's investment expenses
• An examination of all fees and commissions paid to your plan’s service providers
• An opportunity to ask questions and receive unbiased feedback from our team of tax and retirement plan experts

This second opinion will give you peace of mind knowing that you have explored your options. You will feel confident that the consultation you receive comes from an experienced, fiduciary plan advisor who values evidence over emotion and independent advice over commissions.

Copper Leaf Financial and Davis & Hodgdon focus on giving you assurance and peace of mind. We create customized plans that focus on:

• Easy administration
• Transparent fees
• High-quality service providers
• Professionally managed, low-cost portfolios
• Delegation of fiduciary responsibility
• Effective support and education