Investment services in and around Oswego
Oswego, 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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement in the future.
Investment Services
There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Rick Weissenhofer can help you research which path may be right for you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.
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, if employees and/or employers can contribute, how many employees you have, and if loans are an option. Your local State Farm agent Rick Weissenhofer is happy to help you learn more about your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Oswego
- Montgomery
- Yorkville
- Aurora
- North Aurora
- Naperville
- Plainfield
- Sugar Grove
- Joliet
- Romeoville
- Bristol
A great choice for help reaching financial goals in the Oswego area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.