Investment services in and around Peoria
Peoria, 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 Peoria, IL State Farm agent Jodi Brown can help you investigate.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jodi Brown to go through more specifics! Jodi Brown is happy to explore flexibility, your timeline, your comfort with risk, and more.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Jodi Brown can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Jodi Brown is happy to help you consider 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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Jodi Brown is happy to help.
Let Us Help You Reach Your Dreams And Goals
We also offer Investments services in:- 61614
- 61615
- Peoria
- East Peoria
- Edwards
- Tazewell County
- Peoria County
- Pekin
- Morton
- Washington
- Bloomington
- Normal
- Dunlap
Jodi Brown
State Farm® Insurance Agent
Peoria neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.
Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.