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Your Future, Our Focus...Since 1994

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Welcome to Evans & Steele Financial, LLC


Welcome to Evans and Steele Financial, LLC. For over 30 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 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.



Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How to Keep Your Retirement Savings Working for You

Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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