Investment services in and around Lafayette

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Lafayette, CO State Farm agent Josh Chase can help you get to know.

Investment Services

There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Josh Chase can help you select which path may be right for you.

Education Savings Plans

Your agent Josh Chase can help walk you through the various options of saving for college.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Josh Chase can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Josh Chase can help you as you examine the specifics.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Josh Chase is happy to help.