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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

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

Saving to Spending: Build a Tax-Smart Withdrawal Strategy

Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Rightsizing for Retirement

What does your home really cost?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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