Evans & Steele Financial, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Our mission is to help people live bigger lives, live up to their financial potential and make goals & dreams a reality for families, individuals and businesses.
We create financial solutions based on your needs and goals using a process to partner with and mentor our clients. These solutions are developed from an independent viewpoint with access to products and services from many highly rated financial, insurance and estate planning firms.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial‐services world. We have established relationships with longtime, trusted partners in the legal, accounting, insurance and mortgage industries to provide a coordinated and complete solution to your needs. We invite you to discover and experience the power of these comprehensive services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow‐up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
When working with families, individuals and businesses we seek first to understand. This is the cornerstone of our practice. A comprehensive fact finder is the first and most vital step in our process. Listening is the most important part of determining direction from the fact finder.
We seek to educate you on the state of your financial, insurance and estate‐planning situation. Then we develop solution options and choices based on this information, analysis and clarity.
This comprehensive solution often becomes a valuable tool in reviews with your attorney, CPA or tax advisor.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 816‐478‐4277.