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 explore the details with you.

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, time left before needing savings, time left to save, and more. Agent Scott Dawson in Westerville, OH would love to help you investigate 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 the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Scott Dawson can help you investigate your choices.