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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

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Debt vs. Investment

Debt vs. Investment

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

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A Quick Guide to Socially Responsible Investing

Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

Saving Early & Letting Time Work For You

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

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

College Savings

See how much you may need to save now to cover future college costs for your child.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What's Your MPG?

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

16 Wall Street Cliches in 60 Seconds

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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