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Steele Financial Group, serves Riverside, California and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Steele Financial Group.
Steele Financial Group provides investors custom tailored strategies to meet short and long-term needs. Our goal at Steele Financial Group is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today’s economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.
Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.
Pave your company’s road to success by developing a proactive and purposeful business plan to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.
Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care of. Legacy Planning is a multifaceted process that can be used for a variety of purposes: from helping to preserve your assets for future use to transferring your wealth.
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
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Thomas & Lori Steele
Thomas E. Steele
Comprehensive Wealth Planning Advisor for Retirement and Estate Planning, Brokerage Manager and “Financial Coach”. Since 1975, with over four decades of service in multi-line insurance products, mortgage loan and debt analysis, investment strategies, debt reduction, asset protection, VA planning and employee benefits and advanced planning for the affluent investor and beginner savers. His years of experience help make the complicated simple, so you may bring both the concepts and products together that will best work for you!
Lori J. Steele
Personal Lines Licensed Representative with over 25 years of service in life, health, disability, homeowners, auto, mobile home, vision, dental and college planning. She heads up our Employee and Group Product/Programs as Service Manager and Employee contact liaison.
IT/Tech Support, computer support and processing assistant. His skills with hands on application for video and presentation formats, allows us to provide you with clear video and training content.
Front office assistant and customer service coordinator. Working to manage the many day to day office activities, preparing files and making sure our “Care Bear” activities are completed in proper time. With her smile and personal touch she helps make your visit, special. With years in the professional office environment, she adds the continued personal touch and caring for our valued clients.
Marketing and customer service assistant. She brings a high energy to the team with her experience in basic marketing. Her positive attitude and desire to learn and complete tasks, makes her a valued asset to the firm.