Investment services in and around Haughton
Haughton, 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 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 Lisa Dilts is happy to help explain the details to you.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding 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 Lisa Dilts to go through more specifics! Lisa Dilts is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
Lisa Dilts
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.
Simple Insights®
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.