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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

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Wedding Budget Calculator

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

Debt vs. Investment

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

How Long Will Your Money Last?

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

Federal Capital Gains Tax Estimator

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

What Is the Dividend Yield?

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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