Our Expertise
Since 1981, we have helped many people take control of their finances. We work primarily with retirees and pre-retirees to save toward retirement as well as prepare for income in retirement. We never have a charge for the services we provide. During our confidential meetings, we gather factual and emotional information related to your financial matters. It is important we understand what you hope to achieve or avoid through your efforts. Very often, clients are pleasantly surprised at some of the options available to them related to preserving and growing their savings and investments, potential tax savings* as well as options to increase income in retirement.
Call us if:
- You recently retired
- You will be retiring in the next several years
- You lost your job and have a 401K plan you are concerned about
- You sold a property or business
- You received an inheritance
- Your spouse or loved one passed away
- You recently went through a divorce
- You are considering moving to new home or adult community
- You need more income from your assets
- Your financial professional retired or changed firms
- You want help understanding your finances better
- You are concerned about your finances and don't know who else to call
Some of the common services we provide our clients with include:
Please contact us to set up a complimentary meeting to discuss the overall coordination of your insurance and investments.
*
Neither Steele Financial Solutions, its staff nor New York Life Ins. Co.
or its agents or affiliates provides tax, legal, or accounting advice. Please consult
your own tax, legal, or accounting professional before making any decisions.