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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

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Safeguarding Purchasing Power Across Generations

Safeguarding Purchasing Power Across Generations

Help protect what your wealth can do now and across generations.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Big Pause

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

What's Your MPG?

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

Wedding Budget Calculator

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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?"

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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