Investment services in and around Iowa City

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 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 Iowa City, IA State Farm agent Chad Burtch can help you consider.

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or plan for college expenses? State Farm agents are available to help you know where to start.

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 even modest contributions can help over time.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Chad Burtch is happy to help you research your options.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.