Find the Certified Financial Planner™
Who's right for you.

Steven P. Copeland, CFP®

Safe Harbor Financial Planning

53 Rossmore Avenue
Bronxville, NY 10708
Phone: (914) 771-5277
Fax: (914) 470-7093

Web site

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Tangible Assets
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Personal Taxes

 

About My Practice

We provide "fee-only" comprehensive financial planning that focuses on all areas of your financial life. The result is a detailed course of action that helps you achieve your most important goals.

Comprehensive financial planning includes:

  • Defining your goals.
  • Analyzing your existing situation.
  • Creating a plan that considers all the financial aspects of your objectives.
  • Assisting you in implementing the recommendations.
  • Periodically reviewing and revising the plan to adjust for changes in the financial environment and your goals.

    After we identify your goals and objectives, we perform a detailed review of your current financial situation including your income and expenses, assets and liabilities, retirement plans, insurance coverage, and other pertinent data. Analyzing this information allows us to tailor the plan to your specific needs and to recommend a course of action that encompasses all of your financial objectives.

    Your plan will cover the areas relevant to your specific needs, which may include:

    • Retirement Planning
    • Education Funding
    • Risk Management & Insurance
    • Income Tax Management
    • Estate Planning
    • Cash Flow Management
    • Other Specific Needs

 

Experience

Steve Copeland has over 25 years of experience in the financial services industry including 4 years as a Vice President at Merrill Lynch and 8 years as a Vice President at JP Morgan Chase.  His business career spans over 30 years.  He received his Bachelors Degree in Business Administration from Syracuse University in 1978. 

Mr. Copeland is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Investment Advisor in the state of New York, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association (FPA).


He lives and works in Bronxville NY.

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA-Registered Financial Advisor
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.