Investment services in and around OFallon
Ofallon, 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 option for you. State Farm agent Julie Meyers is happy to help talk you through the specifics.
Investment Services
If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Julie Meyers to go through more specifics! Julie Meyers is happy to explore your timeline, your comfort with risk, flexibility, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.
Let Us Help You With Your Monetary Objectives
Julie Meyers
State Farm® Insurance Agent
Looking for help reaching financial goals in the OFallon area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.