Investment services in and around Ottawa

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

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 Ottawa, IL State Farm agent Chad Lucas can help you consider.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Chad Lucas to go through more specifics! Chad Lucas is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance investigating specific options, registered agent Chad Lucas is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Chad Lucas can help you study your choices.