Investment services in and around East Troy
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement later in life.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
As you sift through options and goals, including East Troy State Farm agent Tim Werwie, can be a useful asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Tim Werwie can help you as you investigate the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Tim Werwie is happy to help you research your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- East Troy
- Elkhorn
- Delavan
- Walworth County
- Walworth
- Lake Geneva
- Mukwonago
- Burlington
- Waterford
- Eagle
- Fort Atkinson
- Williams Bay
- Fontana
- Kenosha
- Kenosha County
Tim Werwie
State Farm® Insurance Agent
A great choice for help reaching financial goals in the East Troy area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
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Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.