Investment services in and around Peoria
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Jodi Brown in Peoria, IL is here to help!
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Jodi Brown can help walk you through the details of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing for a special needs individual, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Jodi Brown is happy to help you investigate your options.
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, if employees and/or employers can contribute, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Jodi Brown is happy to help you understand your options.
Let Us Help With 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
Looking for help reaching financial goals in the Peoria area?
Let's work toward your financial dreams
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
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