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Retiring the 4% Rule Social Security: By the Numbers It Was the Best of Times, It Was the Worst of Times

WELCOME TO SIA

"If you don't know where you are going, you'll end up someplace else." ~ Yogi Berra

At Springsteel Investment Advisors, our mission is to understand where you are, where you want to be in the future, and then implement and manage a plan to help you get there. We are tax, investment, and planning professionals, providing integrated financial services for our clients. 

What We Do

We specialize in tax-efficient, low-cost life planning and investment management for families and individuals.

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How We Act

We are independent, conflict-free fiduciaries, always acting in your best interest..

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Who We Are

We are investment, planning and tax professionals who take a holistic view of your financial life.

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Financial Planning

Broad-perspective, goal-based plans for every stage of your life

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  Asset Management

Personal, professional, diversified investment management

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Wealth Preservation

Tax-focused wealth management for you and the next generation.

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Helpful Content

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.