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.
Company Details
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- steelefinancial.ca
Steele Financial Solutions Questions
Steele Financial Solutions's website is steelefinancial.ca
Steele Financial Solutions's LinkedIn profile is https://ca.linkedin.com/company/steele-financial-solutions
Steele Financial Solutions's industry is
Financial Services
Steele Financial Solutions's top competitors are
Redstone Accountancy Limited,
Accaya Limited,
Tax Nanny Payroll Ltd,
Beechlands Accountancy Services,
Elements Of Finance,
Handpicked Accountants,
Berkeley Bate Ltd Chartered Accountants,
Kfs Accountants Limited,
Sapphire8,
Ca Tax International.
Steele Financial Solutions's categories are Financial Services
Steele Financial Solutions's founding year is 2002
