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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Aaron Freitag in Peoria, IL is here to help!
Investment Services
If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.
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
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Aaron Freitag can help you as you research the specifics.
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, how many employees you have, and if loans are an option. Your local State Farm agent Aaron Freitag is happy to help you examine your options.
You Have Financial Aspirations. Let Us Help!
Looking for help reaching financial goals in the Peoria area?
Let's work toward your financial dreams
Simple Insights®
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
How to avoid credit card interest
How to avoid credit card interest
Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.
Simple Insights®
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
How to avoid credit card interest
How to avoid credit card interest
Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.