Investment services in and around Bartlett

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Michelle Twitchell is happy to help talk you through the details.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Michelle Twitchell can help you select which path may be right for you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

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 cash for expenses, and more.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Michelle Twitchell is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Michelle Twitchell can help you investigate your choices.