Investment services in and around Frederick
Frederick, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Are you looking to save for a new house, plan for college expenses, or invest for retirement? State Farm agents are prepped to help you know where to start.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Kathy Schultze to go through more specifics! Kathy Schultze is happy to review your timeline, flexibility, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing cash for expenses, and more.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Kathy Schultze is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
You Have Financial Aspirations. Let Us Help!
A great choice for help reaching financial goals in the Frederick area
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Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.