Brandon Steele, CFP

Brandon Steele, CFP Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Brandon Steele, CFP, Financial planner, 11245 SE 6th Street, Suite 140, Bellevue, WA.

CFP® Helping Successful Professionals Transition to Retirement | AdvisorHub 2023 Financial Advisor to Watch – Top 50 | As seen in Forbes, Business Insider, PSBJ | CEO/Founder at Mainsail Financial Group

07/09/2026

🌍 Iran Tensions Escalate, Fed Minutes & Market Reactions 📉

Escalating tensions with Iran are adding fresh uncertainty to global markets, while the latest Fed meeting minutes provide new insight into policymakers' thinking. How are investors reacting, and what could these developments mean for the markets ahead?

▶️ Tune into this week’s market update below!

07/02/2026

📊 Job Openings, Employment Surprise & Market Reactions 💼

Fresh job openings data and a surprising employment report are giving investors plenty to digest. How are the markets reacting, and what could these labor market signals mean for the economy going forward?

▶️ Tune into this week’s market update below!

Honored to have our firm recognized once again as an AdvisorHub Advisor to Watch – Top 250 RIAs!I’m grateful for opportu...
07/02/2026

Honored to have our firm recognized once again as an AdvisorHub Advisor to Watch – Top 250 RIAs!

I’m grateful for opportunities like this because they not only reflect the hard work of our team but also the trust our clients place in us and the growth we’ve experienced. What excites me most is continuing to grow, improve, and help the families we serve pursue what matters most to them!

Thank you to AdvisorHub for the recognition!

🎉 Welcome to Mainsail, John Griffin, CFP®! 🎉We are so excited to welcome you to the Mainsail team!John is our new Lead A...
07/01/2026

🎉 Welcome to Mainsail, John Griffin, CFP®! 🎉

We are so excited to welcome you to the Mainsail team!

John is our new Lead Advisor. He brings a wealth of experience and passion to our team here at Mainsail. His background in education is a huge asset that he has harnessed to help empower and guide clients through complex financial decisions.

We can't wait to see you succeed on our team!

06/25/2026

📊 Income, Spending, Inflation & SpaceX Updates 🚀📈

Fresh data on income, spending, and inflation is providing new insight into the health of the economy, while the latest SpaceX developments are capturing investors' attention. What could these updates mean for the markets?

▶️ Tune into this week’s market update below!

A perfect day, great food, and even better company. ☀️We recently hosted a client appreciation event, and the weather co...
06/23/2026

A perfect day, great food, and even better company. ☀️

We recently hosted a client appreciation event, and the weather couldn't have been better with sunny skies on an 80 degree day! It made for a fantastic afternoon of connecting, catching up, and enjoying time together.

A sincere thank you to everyone who joined us and we loved the opportunity to celebrate with such an incredible community!

06/18/2026

📊 Retail Sales, Fed Decision & a New Era of Fed Policy 🏦

Fresh retail sales data offers insight into consumer strength, the Fed delivers its latest rate decision, and investors are looking ahead to what monetary policy could look like in the years to come. What does it all mean for markets?

▶️ Tune into this week’s market update!

As retirement approaches, or if you're already retired, tax planning can become just as important as investment planning...
06/17/2026

As retirement approaches, or if you're already retired, tax planning can become just as important as investment planning.

Several changes taking shape in 2026 may create new opportunities and challenges for retirees and those nearing retirement, including:
• Roth conversion considerations
• Future tax rate uncertainty and income taxation strategies
• Medicare IRMAA planning
… and more!

Join us for an educational event on June 18th at 5 pm PDT where we'll discuss why 2026 may be an important year for retirement tax planning and review key areas that may deserve attention before year-end.

Reserve your virtual spot today: https://us02web.zoom.us/webinar/register/1817813085996/WN_Bo56N3IOQtSd-eT2nl1QHw

06/11/2026

📊 Jobs, Inflation & the Buzz Around the SpaceX IPO 🚀

Fresh jobs and inflation data are shaping the economic outlook, while speculation around the SpaceX IPO is capturing investors’ attention. What could these developments mean for markets moving forward?

▶️ Tune into this week’s market update below!

The best time to plan for taxes next year is… now. Too often, tax planning becomes a last-minute scramble. But the reali...
06/09/2026

The best time to plan for taxes next year is… now.

Too often, tax planning becomes a last-minute scramble. But the reality is, the biggest opportunities come from getting ahead of it early so you can understand where you stand today and what levers you can pull before year-end. Having clarity around tax brackets, capital gains rates, and contribution limits can make a meaningful difference in how you plan and the decisions you make throughout the year.

To help with that, we’ve put together a complimentary Tax Table you can download and reference as you plan ahead.

👉 Download it here: https://www.mainsailfg.com/tax-table

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11245 SE 6th Street, Suite 140
Bellevue, WA
98004

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