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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

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Immediate vs. Deferred Annuities

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Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

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Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Personalize Your Wealth Strategy with Diverse Investments

Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

Women and Financial Strategies

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A Look at Diversification

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

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

You Would Rather Be...

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Debt-to-Income Ratio Calculator

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inflation & Retirement

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

IRA Income

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

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Student Loan Refinance Calculator

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

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Global and International Funds

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Bull and Bear Go To Market

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

From Boats to Brokers

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

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