Investment services in and around Peoria
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 Jeff Burtis is happy to help explore the options 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 Jeff Burtis can help walk you through the details of saving for college.
Estate Planning
As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.
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 way to create the stream of income that works for you and your goals post-retirement.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Jeff Burtis is happy to help you learn more about your options.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the Peoria area
Start working toward your financial goals
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.