Investment services in and around Frederick
Investigate Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Frederick, MD State Farm agent Kathy Schultze can help you get to know.
Investment Services
If retirement, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
There are considerations to think about before starting to save for education. These include your comfort with risk, time left before needing savings, amount to save, and more. Agent Kathy Schultze in Frederick, MD would love to help you explore the options that may be right for you.
Estate Planning
As you sift through options and goals, including Frederick State Farm agent Kathy Schultze, can be a beneficial source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Kathy Schultze can help you as you consider the specifics.
Business Retirement Plans
State Farm has multiple retirement savings alternatives for both business owners and their employees.
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Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.