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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Is your estate in order? This short quiz may help you assess your overall strategy.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How literate are you when it comes to your finances? Brush up with these five basics.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
With alternative investments, it’s critical to sort through the complexity.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.