Investment services in and around Stroudsburg

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

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 choice for you. State Farm agent Mike Peterson is happy to help explain the specifics to you.

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, time left before needing savings, time left to save, and more. Agent Mike Peterson in Stroudsburg, PA would love to help you investigate the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, 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

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance considering specific options, registered agent Mike Peterson is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Mike Peterson can help you explore your choices.