Investment services in and around Sagamore Hills

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 Cody Shaffer is happy to help explore the options with you.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Cody Shaffer can help you research which path may be right for you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Cody Shaffer 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

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Cody Shaffer is happy to help.

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.