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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Learn about all the parts of Medicare with this informative and enjoyable article.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Protect yourself against the damage that your homeowners policy doesn’t cover.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Explaining the SECURE Act and how the changes affect your retirement strategy.
There are a few things to consider when buying or leasing your next vehicle.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.