Investment services in and around Lodi

Review Your Financial Goals And Plans With State Farm

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 Dave Nugent is happy to help explore the specifics with you.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Dave Nugent in Lodi to learn more about how they can assist you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance researching specific options, registered agent Dave Nugent 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, how many employees you have, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Dave Nugent is happy to help you learn more about your options.