Investment services in and around Cincinnati
Cincinnati, 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 determine which may be right for you, State Farm agent Shaun Thatcher in Cincinnati, OH is here to help!
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are ready 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 Shaun Thatcher to go through more specifics! Shaun Thatcher is happy to explore your comfort with risk, your timeline, flexibility, and more.
Estate Planning
As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you pursue these goals.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Shaun Thatcher can help you as you consider the specifics.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
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Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.