Welcome to Evans & Steele Financial, LLC
Welcome to Evans and Steele Financial, LLC. For over 22 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 an 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.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This attention-grabbing infographic covers retirement topics you may not have considered.
Learn about all the parts of Medicare with this informative and enjoyable article.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are 4 great, and sometimes unexpected, places to raise a family.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Bucket lists don’t have to be for tomorrow.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.