Strengthening Your Financial Future
Steel is an essential component in construction because it is tough, durable, and provides the structural support required for bridges, skyscrapers, and ships to withstand the test of time.
SteeleWorks Wealth Management is an independent, fee-only financial planning firm that is committed to building resilient and durable financial plans that strengthen our clients’ financial circumstances, and help them realize personal and business goals. Our areas of expertise include:
Financial Planning Model
We are unbiased financial planners. Fee-only. No commissions. 100% independent.
Dividend Investing: Small Payments Can Boost Returns
Focusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.
Is a Roth 401(k) Right for You?
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
Making Sense of Bond Behavior
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
An Affordable Insurance Solution
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
This calculator is designed to help you attach a dollar figure to your life’s work.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.