Investment services in and around Decatur
Decatur, Choose State Farm For Help With Your Financial Goals
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 Rob Lipic is happy to help talk you through the specifics.
Investment Services
Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are happy to help you know where to start.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Rob Lipic to go through more specifics! Rob Lipic is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your stage of life, your goals, 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 Rob Lipic can help you as you research the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
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Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.