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

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 East Troy, WI State Farm agent Tim Werwie can help you explore.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for your child, your spouse, or yourself.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin constructing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 be right for you. Your local registered agent Tim Werwie can help you as you consider the specifics.

Business Retirement Plans

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