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Gregory C. Steele, CFP®

GC Steele & Company

990 Old Ranch Rd
Solvang, CA 93463-9617
Phone: (805) 693-8900
Fax: (805) 456-2128

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Disaster Recovery
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

Considerations: Some situational planning or investment advisory engagements are appropriately billed at an hourly rate.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.