Investment services in and around Rochester
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
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Van C. Travis III can help you determine which path may be right for you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
When trying to prepare for your future, State Farm agent Van C. Travis III may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.
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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Van C. Travis III is happy to help.
Let Us Help You With Your Monetary Objectives
Van C. Travis III
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Rochester area
Start working toward your financial goals
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Simple Insights®
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Cashing out your 401k or taking a 401k loan: What you need to know
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Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.