Investment services in and around Peoria
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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Aaron Freitag is happy to help explore the options with you.
Investment Services
Are you looking to establish an emergency fund, save for a new house, or plan for college expenses? State Farm agents are prepped to help you know where to start.
Education Savings Plans
There are specifics to think about before starting to save for education. These include flexibility, time left before needing savings, amount to save, and more. Agent Aaron Freitag in Peoria, IL would love to help you explore the options that may be right for you.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance researching specific options, registered agent Aaron Freitag is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings alternatives for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Aaron Freitag
State Farm® Insurance AgentLooking for help reaching financial goals in the Peoria area?
Let's work toward your financial dreams
Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.