Investment services in and around Burlington

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 Lisa Atkinson is happy to help talk you through the details.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

Your agent Lisa Atkinson can help walk you through the specifics of saving for college.

Estate Planning

Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.