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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

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Preserve, Grow, and Give: Year-End Wealth Planning

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Financial Wellness on Your Path to Retirement

Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Compound Interest Works

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Debt vs. Investment

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Power of Compound Interest

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

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.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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