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