Investment services in and around Westerville
Westerville, 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 choice for you. State Farm agent Scott Dawson is happy to help explain the specifics to you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for a friend, your spouse, or yourself.
Estate Planning
When trying to prepare for your future, State Farm agent Scott Dawson may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
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Looking for help reaching financial goals in the Westerville area?
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Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.