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
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Roadmap to Retirement: Tax & Investment Strategies
The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.
View all articles 
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators 
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
