Our Story
Tema & Joel Steele
Tema L. Steele, M.B.A.
“Our clients are like members of our extended family.” –Tema Steele
Tema Steele is Founder and Partner of Steele Financial Solutions, a mother and son business that helps people plan toward retirement and during retirement. Since 1981, her clients have benefited from her financial guidance. Tema’s approach to retirement planning is simple. She listens to what people want with their finances and then makes clear, concise recommendations. She has developed a stellar reputation for helping people organize their financial lives while having a good time in a relaxed environment. Tema takes a keen interest in the emotional and psychological issues of retirement planning for each individual. Clients appreciate that they can count on her as part of their support team. Tema frequently reminds clients that they are like members of her own extended family.
Tema is highly qualified and experienced working with individuals 50+ in planning retirement strategies. Whether people are looking to find a safe place for their savings or are looking to increase their income, Tema always has unbiased recommendations that may enhance the client’s current financial situation. She insists there is no one size fits all. This is why each prospective client is given a short list of items to bring to the initial, no cost consultation. It is imperative to know where each person has been, where they are and where they want to go to truly be able to enhance their situation. Helping people with financial strategies is more than a job for Tema. It is a passion. She loves that “our family works with your family.” Being a referral-based business, most clients do come by word of mouth from family & friends.
Tema overcame some difficult challenges on her path to success as a Financial Service Professional. After working in banking for seven years, Tema became an insurance agent at New York Life Insurance Company in 1981. During this time, she was a single mother of two young children on food stamps while also pursuing her M.B.A. degree. Today, Tema enjoys working with clients more than ever. She has become one of the most recognized names in the finance industry in the South Jersey and Eastern Pennsylvania areas. Tema has had her own TV and radio shows on finance and is frequently asked to join expert panels on relevant financial topics. Although able to retire after almost thirty years in the business, Tema has no plans to ever stop working. Her clients know this but also appreciate that her son, Joel, will be here for them and their heirs as well. Joel grew up learning the business from his Mom and joined her as a full-time partner in 2002. Clients realize they benefit from two financial service professionals more than one. Moreover, clients know they can reach Tema or Joel anytime by cell phone or email. Clients take comfort in knowing Tema & Joel are very accessible
Additional information about Tema:
• 1970 graduate from Temple University
• Earned M.B.A. from Drexel University in 1985
• Yoga Instructor
• Active donor to Habitat for Humanity, Easter Seals, World Wildlife Fund, Search Dogs
• Consistent Million Dollar Round Table (MDRT) member
• National Association of Insurance & Financial Advisors (NAIFA) member
• Recipient of the National Quality Award from NAIFA
• Enjoys biking, hiking, working out and pilates
*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance
Joel I. Steele, CLU®
Financial Services Professional
“The greatest way to help oneself is to help others."
Joel Steele is Co-owner and Partner of Steele Financial Solutions, a family run business that specializes in helping individuals plan for retirement and other issues they may face along the way. Joel’s area of focus is working with “the numbers” to translate client’s goals and concerns into simple, actionable steps. He also focuses on insurance problem solving to protect families and to minimize taxes to clients and their heirs. Joel helps clients properly plan for life events, good and bad, while considering time horizon, risk tolerance, tax implications* and other factors tailored to the individual.
Joel is highly qualified and experienced working with individuals 40+ planning for retirement and beyond. He loves the challenge of developing solutions for new and existing clients. Joel takes the results of his client’s insurance and investments** personally.
After working in the family business since 1994 and being licensed since 2002, Joel conducts the bulk of his meetings at his Cherry Hill, NJ office with his business partner, Tema Steele, MBA. Tema started the family business in 1981 and continues to be active. Clients appreciate having two brains working for them while having two extra sets of eyes on their finances. By working together, Tema and Joel have built a stellar reputation for uncovering and providing solutions for client’s financial concerns while addressing emotions surrounding these issues.
What makes us different?
“We care.” Clients have access to us nights/weekends via email & cell phone, if needed.
“We listen.” It’s not just about the facts. It’s about client’s comfort level & understanding.
“We’re going to be here.” Our business succession plan is in place for our client’s future.
Additional information about Joel:
• Bachelor’s degree from The Richard Stockton College of NJ
• Nationally Certified Personal Trainer
• Created, owned and operated a 3 store restaurant chain out of college
• Active member of The Richard Stockton College of NJ Alumni Association
• Active donor to the American Cancer Society, Humane Society and Adopt-a-Family
• Million Dollar Round Table (MDRT) member
• National Association of Insurance & Financial Advisors (NAIFA) member
• Recipient of the National Quality Award from NAIFA
• Earned Chartered Life Underwriter (CLU) designation from The American College
• Lives in Columbus, NJ with his #1 priority: wife, Kara; son, Brandon and daughter, Kelsey.
• Enjoys traveling, running, basketball, football and meeting interesting people
Favorite Links
• http://www.phillymag.com/
• http://www.philly.com/
• http://money.cnn.com/
• http://www.ssa.gov/retirement/
• http://www.bbb.org/
• The Broadcast Pioneers of Philadelphia
* Steele Financial Solutions nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accouting professional before making any decisions.
**Securities offered through NYLIFE Securities LLC, member FINRA/SIPC.
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