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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.