Welcome to Evans & Steele Financial, LLC
Welcome to Evans and Steele Financial, LLC. For over 22 years, we’ve helped our clients plan for and meet financial and life objectives. Please explore this site to gain a better understanding of Evans and Steele and how we can make your future our focus.
At Evans and Steele, we:
- have a mission to create and preserve the financial and estate well being of families, individual and businesses
- are a company you can talk to and know you’ve been heard
- begin by determining our clients personal, business and financial goals
This process may seem more time consuming versus time spent with other financial providers, however a thorough process is key in establishing long‐term financial goals.
Efficiently investing your financial resources is challenging even for successful people and involves two components; determining your resource allocations and meeting your financial goals. At Evans and Steele, we create financial solutions and provide personal service to match your financial profile.
We are an financial professionals able to offer individual analysis of a wide variety of products and services from a large list of financial, insurance and estate providers. We spend time educating our clients on the products and services available to them to allow for informed, individual decisions.
Whether you’re using the market snapshot, calculators, educational or informational tools available for you, we hope you will find our services enjoyable and beneficial to you in every aspect of your financial life.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A quick look at how federal income taxes work.
Lifestyle considerations in creating your retirement portfolio.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.