Investment services in and around Bellefontaine

Bellefontaine, 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Bellefontaine, OH State Farm agent Bob Palenshus can help you understand.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your child, your spouse, or yourself.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

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 reviewing specific options, registered agent Bob Palenshus is happy to help.

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 Bob Palenshus is happy to help.