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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  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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