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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

Debunking Money Myths: Saving is Impossible in This Economy

Debunking Money Myths: Saving is Impossible in This Economy

Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.

 Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

401(k) vs. IRA: What You Should Know

Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

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Lifetime of Earnings

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

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Assess Your Life Insurance Needs

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

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Making Your Tax Bracket Work

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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