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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 Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Long-Term-Care Needs

Long-Term-Care Needs

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

 

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Have You Planned Your Succession Yet?

If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Estate Strategies to Grow Wealth for Generations

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

How Compound Interest Works

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

Historical Inflation

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

What Is the Dividend Yield?

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

Credit Card Payoff

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Rightsizing for Retirement

What does your home really cost?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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