Investment services in and around Chicago

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 Saul Lopez is happy to help explore the options with you.

Investment Services

There are options available for you if you'd like additional information on saving for your future. State Farm agent Saul Lopez can help you research which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left to save, amount to save, flexibility, and more. Agent Saul Lopez in Chicago, IL would love to help you investigate the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing income to family members, and more.

Annuities

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

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 if loans are an option. Your local State Farm agent Saul Lopez is happy to help you understand your options.