Steele Financial Solutions Can Help You With Retirement Planning
Your family's finances are our family's business!

Tema L. Steele, MBA
Founder & Co-Owner
Joel I. Steele, CLU
Partner & Co-Owner


Joel & Tema Steele

As previously featured in:
Kiplinger's Personal Finance
Wall Street Journal
CBS Philly
Courier-post (part of the USA Today Network)
KYW News Radio 1060
Fox Business

Helping Clients Prepare for Retirement for 40+ Years

How ready are you for retirement?

If you're like most people working without a financial professional, the answer is probably "not very" or "I'm not sure" but that's okay. We have been helping people with retirement strategies for over 40 years, and whether you've done tons of preparation or none at all, we are here to help. We will meet you wherever you are in the journey, and get you on the road to retirement success.

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    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

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