Investment services in and around Edwardsburg
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
One helpful way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Lorie Bowers in Edwardsburg to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lorie Bowers to go through more specifics! Lorie Bowers is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, your stage of life, and more. For assistance examining specific options, registered agent Lorie Bowers is happy to help.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.