Business Details
37 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 1989 by Joe Ann Steele, our financial center has built a legacy of providing personalized insurance and financial solutions to the Lenawee County community. With over 30 years of industry experience, we prioritize client needs as if they were our own, ensuring peace of mind through comprehensive planning. Our services span life insurance, annuities, retirement strategies, and investment rollovers, tailored to secure your financial future.We attribute our success to the trust and support of local residents, maintaining a commitment to community service and client-centric values. Susan Steele, Joe Ann's daughter and current owner, continues this tradition of excellence while upholding her mother's vision of service-driven financial guidance.
Services
Life Insurance
Annuities
Estate Planning
Retirement Accounts
Investment Rollovers
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of combined experience in insurance and financial planning
- Our client-first approach treats every client's needs as if they were our own
- Specialized expertise in life insurance, annuities, and retirement strategies
- Deep-rooted commitment to serving the Lenawee County community
- Personalized financial solutions tailored to individual client circumstances
What people say
"Proud of the job her daughter is doing"
"Only a phone call away"
"Support from the people of Lenawee County"
Services
Life Insurance
We offer comprehensive life insurance solutions including term, whole, and universal life policies. Our Just For Kids program provides $10,000 coverage for children under 16 with a one-time $125 payment. Our experts help clients select appropriate coverage to protect their families' financial futures through competitive rates and flexible options.
Annuities
Our annuity services include fixed, flexible-premium, and indexed options to create sustainable income streams. We guide clients through selecting long-term investments that align with their retirement goals, helping transform contributions into growing wealth while providing expert advice on tax advantages and payout strategies.
Estate Planning
We provide comprehensive estate and retirement planning services to establish financial legacies. Our personalized approach helps clients determine optimal retirement ages, create lifelong income plans, and organize estate distribution. We work closely with clients to develop customized strategies that ensure their wishes are fulfilled and loved ones are protected.
Retirement Accounts
We specialize in traditional IRAs, Roth IRAs, and 403(b) plans to help clients prepare for retirement. Our team assists with selecting appropriate account types, setting up new accounts, and managing direct IRA rollovers. We focus on creating tax-efficient strategies that maximize retirement savings while aligning with individual financial goals and circumstances.
Investment Rollovers
Our investment rollover services include 401(k), pension, and direct IRA rollovers with no fees and tax-deferred growth. We help clients navigate the rollover process to ensure seamless transfers while maintaining investment growth potential. Our expertise ensures clients make informed decisions about moving retirement funds while minimizing tax implications.
People
Joe Ann Steele
Founder
Founded the financial center in 1989, establishing herself as a community leader in Adrian. Mentored many local professionals and businesses while building a reputation for exceptional client service. Her legacy continues through her daughter Susan's leadership.
Susan Steele
President / Owner
Co-owner since 2008 and sole owner since 2016, with over 30 years in the insurance industry. Oversees all operations while maintaining her role as a licensed independent insurance agent. Committed to community service and personalized client care in Lenawee County.
Questions
What financial services do you specialize in?
We specialize in life insurance, annuities, retirement planning, IRAs, and investment rollovers tailored to individual client needs.
Are you affiliated with local organizations?
We maintain strong community ties in Lenawee County, continuing Joe Ann Steele's legacy of local business mentorship and volunteer work.
What makes your financial planning unique?
Our personalized approach treats each client's needs as if they were our own, combining 30+ years of experience with customized solutions.
Do you offer virtual meetings?
Yes, we provide flexible meeting options including in-person, phone, and virtual consultations by appointment.
Reviews (1)
Sherion Howard
Nov 24, 2019
Report
I HAVE RENTED THE CARRIAGE HOUSE, and THERE'S KNOW GREATER FRIENDS THAN JOE ANN & SUSAN STEELE.REAL DOWN TO EARTH PEOPLE
