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119 Grand Avenue
Suite A
Bellingham, WA 98225

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Steele Financial Services, Inc.

360-647-1739 x1

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Self-Employed Retirement Plans

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The Cycle of Investing

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