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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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?
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Probate can be a completely public process, or it can be managed to include as little information as possible.
To choose a plan, it’s important to ask yourself four key questions.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
Take a look at this 2017 Market Recap.