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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

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.