Investment services in and around Edwardsburg

Navigate 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

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

You can select 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 Edwardsburg State Farm agent Lorie Bowers, can be a helpful resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Lorie Bowers is happy to help you examine your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Lorie Bowers can help you explore your choices.