Steele Financial Services
At Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.
Saving for College 101
Here’s a crash course on saving for college.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
When you’re married and have children, insurance needs will be different.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A few strategies that may help you prepare for the cost of higher education.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
How do the markets usually react to elections? Was the 2016 election any different?
When do you need a will? The answer is easy: Right Now.
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate