Investment services in and around Streator
Streator, 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 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 Chad Lucas is happy to help walk you through the details.
Investment Services
If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
There are considerations to think about before starting to save for education. These include amount to save, your comfort with risk, time left before needing savings, and more. Agent Chad Lucas in Streator, IL would love to help you explore the options that may be right for you.
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
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Chad Lucas is happy to help you investigate your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.
You Have Financial Aspirations. Let Us Help!
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Simple Insights®
Fixed-rate mortgage vs. adjustable-rate mortgage
Fixed-rate mortgage vs. adjustable-rate mortgage
Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.