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 longāterm 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
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Debunking Money Myths: Saving is Impossible in This Economy
Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
View all articles 
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
College Savings
See how much you may need to save now to cover future college costs for your child.
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
