Investment services in and around Aurora

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 choice for you. State Farm agent Olivia Lucas is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Olivia Lucas in Aurora to learn more about how they can assist you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to contemplate available products and services for your spouse, your child, or yourself.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Olivia Lucas can help you as you research the specifics.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Olivia Lucas is happy to help.