Tax Analysis

Proactive Tax Planning

Understanding how taxes will impact your finances is critical to achieving your goals

We use our in-depth expertise to minimize your tax liability and create a long-term plan that integrates into your overall financial picture. At the center of your tax plan is coordination with the other components of your financial life. Striving to achieve the best financial result requires the integration of tax strategies with your financial goals and investment strategy. Our team of experts from each discipline guides you at every decision point along the way.

Copper Leaf Financial, LLC is a SEC registered adviser affiliated with Davis & Hodgdon Advisory Group (“DHAG”). For more than 30 years, DHAG has provided comprehensive and timely planning with a proactive approach to tax services.

Together, we have the ability to combine comprehensive financial planning with the careful, tax-aware eye of the Certified Public Accountant (CPA) to give clients the confidence to map out their financial goals. Our leadership team includes licensed CPAs and Certified Financial Planner® professionals who can contribute an expert understanding of how taxes impact your decisions about retirement, estate planning, investments and insurance.

Copper Leaf Financial is an affiliated and separately registered entity.

From left to right: Jackie Winkler, Associate Wealth Advisor, John W. Davis, CPA, CFP®, PFS, CVA, CEPA, Bret L. Hodgdon, CPA, CFP®, CFE, CGMA, Breanna Sykes, CFP®, Ashlee Solarczyk, CFP®, CWS®, and Maia Furnari, Operations Specialist

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