We develop wealth management plans that are tailored to YOU and when it comes to your finances, it is critical that tax efficient strategies are woven throughout all your financial planning. Every financial move you make – regardless at what stage in the planning process you’re in – has a tax consequence that should be considered within your strategy. This will put you in the best position possible to keep more of what you’ve worked so hard to earn.
Copper Leaf Financial, LLC is a SEC registered adviser affiliated with Davis & Hodgdon CPAs (“D&H”). For more than 30 years, D&H 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 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 unparalleled understanding of how taxes impact your decisions about retirement, estate planning, investments and insurance.
Copper Leaf Financial is an affiliated and separately registered entity.