Investment services in and around Westerville
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 Westerville, OH State Farm agent Scott Dawson can help you consider.
Investment Services
Are you looking to invest for retirement, save for a new house, or establish an emergency fund? State Farm agents are available to help you know where to begin.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to think about available products and services for your child, a friend, or yourself.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to start shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, your goals, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Scott Dawson is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
Let Us Help You With Your Monetary Objectives
Scott Dawson
State Farm® Insurance AgentDiscover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
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®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.