About Steele Financial Services, LLC

At Steele Financial Services, LLC, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Steele Financial Services comes in.  Tom Steele is a licensed professional, who can draw on years of financial planning and insurance industry experience when creating a long-term strategy. Whether your concern is paying too much in taxes, protecting your farm or ranch, or having enough money to last throughout your retirement, we can help you.

Please contact Tom Steele today if you think your plan is out-of-date or not in sync with your long-term goals. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it has been a while since you last evaluated your financial plan, do not wait to act - take control of your financial life.

When developing a customized financial program, Tom Steele will walk you through a step-by-step process that is designed to set attainable goals and make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. Tom Steele can help you execute a sound financial program by utilizing the right combination of the following products and services:

  • Investment management, including mutual funds and annuities
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products
  • Farm, ranch, and crop insurance
  • Disability income insurance
  • Long term care insurance
  • Life insurance
  • Commercial and personal insurance
  • Tax-reduction strategies

Tom Steele is a graduate of Virginia Tech.  He is married to Shannon and they have three grown daughters. Tom is a "Life Member" of the Million Dollar Round Table (MDRT).  MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.  Tom Steele is a Financial Advisor of Securities America Advisors, Inc. Securities America and its representatives do not provide tax or legal advice.  Please consult with your attorney or tax advisor for such advice.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck