Investment services in and around Kettering
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 tomorrow.
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing cash for expenses, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance exploring specific options, registered agent Becki Taylor is happy to help.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Becki Taylor can help you explore your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Centerville
- Kettering
- Oakwood
- Dayton
- Montgomery
- Warren
- Springboro
- Franklin
- Waynesville
Becki Taylor
State Farm® Insurance AgentDiscover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
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Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
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Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.