Investment services in and around Chicago

Explore Your Financial Goals And Plans With State Farm

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 fit for you. State Farm agent Josh Brown is happy to help explore the specifics with you.

Investment Services

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

Education Savings Plans

Your agent Josh Brown can help walk you through the particulars of saving for college.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, 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 cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.