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119 Grand Avenue
Suite A
Bellingham, WA 98225

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Steele Financial Services, Inc.

360-647-1739 x1

 
A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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. 


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Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Insurance Needs Assessment: When You're Newly Married

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Strategies For Managing Student Loan Debt

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Problems with Probate

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Protecting Those Who Matter Most

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Global and International Funds

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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