Investment services in and around Beavercreek
Beavercreek, 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
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 Beavercreek, OH State Farm agent Mick Lundy can help you understand.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!
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
Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance exploring specific options, registered agent Mick Lundy is happy to help.
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, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Mick Lundy is happy to help you decipher your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Beavercreek
- Xenia
- Fairborn
- Bellbrook
- SugarCreek
- Riverside
- Greene County
- Jamestown
- Yellow Springs
- Cedarville
- Springfield
- Waynesville
Mick Lundy
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Beavercreek area
Start working toward your financial goals
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