We are your Trusted Financial Advisor

At Steele Financial we focus on you, and your resources and ways to put you in control of what belongs to you – your money.

You work hard, and your resources are limited. Time is limited too. If you are not maximizing every day and every dollar, and taking advantage of strategies that make your money work for you, you will eventually run out of both time and money.

We are here to help identify those areas of inefficiency as quickly as possible while providing the tools you need to learn how to manage your financial affairs without us.

This isn’t rocket science but it is a new and empowering way of looking at how money works and why the financial institutions and the government have taught us how to think and how to act in certain ways. Who is really in control? Not you. We want to help you change that.

Why are we different?

We are different because we do not tell you what to do or how to do it. We teach you about the economics of money, and how it works. Then you will begin to understand how you can take advantage of strategies that will keep your money working for you long after you have stopped earning.

Registered Retirement Counseling – what does it mean?

This is a new designation, held by Barb Steele, which specifically targets efficient strategies to turn your assets into income when you decide not to work any longer. There are many factors involved and it is a complex process. Barb charges a fee for this work. Book a phone call to find out more.