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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

Tips for Improving Your Financial Health into Retirement

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

 

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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What's Your MPG?

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Wedding Budget Calculator

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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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Behavioral Finance

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

Bull and Bear Go To Market

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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