Investment services in and around Ottawa

Ottawa, 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

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 understand which may be right for you, State Farm agent Chad Lucas in Ottawa, IL is here to help!

Investment Services

There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Chad Lucas can help you determine which path may be right for you.

Education Savings Plans

Your agent Chad Lucas 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 cash for expenses, providing for the disposition of a business at death, 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 your proximity to retirement and your future goals. Local registered agent Chad Lucas is happy to help you explore your options.