Investment services in and around Frederick
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Kathy Schultze can help you as you consider the specifics.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to ponder.
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Simple Insights®
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
How to get out of debt
How to get out of debt
Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.