Steele Financial Group - Tom Steele

Tom Steel

FINANCIAL SERVICES AND RETIREMENT PLANNING

 

At Steele Financial Group we offer the following services:

 

GENERATIONAL VAULT–GENERATIONAL VAULT – YOUR VIRTUAL SAFETY DEPOSIT BOX – ALLOWS YOU TO UPLOAD IMPORTANT DOCUMENTS AND VIEW YOUR FINANCIAL INFORMATION.

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.

 

INCOME PLANNING –ENJOY SMOOTH SAILING IN RETIREMENT WITH PROPER INCOME PLANNING.

Income planning for retirement can be daunting because there’s a lot to learn and for many people the information is new. Whether you’re just beginning your retirement journey or it’s already underway, you may be skeptical about whether you’ll have enough retirement income to maintain your preferred lifestyle.

 

LONG TERM CARE –PREPARE FOR A LONG AND COMFORTABLE LIFE WITH A PLAN FOR LONG-TERM CARE.

One reason long-term care planning warrants more consideration today than in decades past is because we’re living longer lives. According to the U.S. Department of Health and Human Services, most people turning age 65 can expect to use some form of long-term care during their lives. Not having a plan can mean that costs fall on younger family members, causing a financial strain; or on a retired spouse, leading him or her to potentially deplete their own retirement savings.

 

MEDICARE AND RETIREMENT HEALTH STRATEGY.

While there is no shortage of things to prepare for in retirement, it’s critical to also address your health needs and concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.

 

LIFE INSURANCE – LIFE INSURANCE MAY OFFER MULTI-FACETED RETIREMENT STRATEGIES.

Although some people view life insurance as a way to replace lost income or pay off debt after a loved one passes, it also offers other potential benefits that may make it a valuable tool to help accomplish different financial goals in retirement.

You can reach me at: 951-358-2330 or go to the Contact page and submit a request.

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