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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

Debt vs. Investment

Debt vs. Investment

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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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.

 

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

The Power of 401k Catch-Ups

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

Assess Your Life Insurance Needs

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Power of Compound Interest

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

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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