Investment services in and around Ballwin

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 option for you. State Farm agent Susan Daigle is happy to help talk you through the specifics.

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Susan Daigle can help you determine which path may be right for you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Ballwin State Farm agent Susan Daigle, can be a helpful resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Susan Daigle is happy to help you research your options.

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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Susan Daigle is happy to help.