Joel Steele's Contact Details

Joel Steele's Company Details

Steele Financial Solutions

, , CA • Not Available Employees
Financial Services

Steele Financial, formerly Solid Financial Solutions can be described as an entity dedicated to helping consumers understand the financial industry, and the use of various products to reach their goals. Where the sales of products used to be the primary focus for the company, the emphasis has now switched to Planning, for Retirement and for the management and ease of Estate administration. These services are performed on a project fee basis. The founder has determined that cash flow in retirement is at the centre of identifying the lifestyle that comes with retirement. Planning, cash flow and estate matters are essential to this phase of life. In this regard, Barb as principle advisor has both her CFP and a Retirement Consulting designation along with 35 years of back ground knowledge in both pensions and all other financial products and services. Her knowledge of the way the industry works and all of the fees connected will make this process a learning curve, but one that if done properly, will change lives and bring comfort and certainty in the face of uncertainty.