Investment services in and around Westerville
Review Your Financial Goals And Plans With State Farm
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 prep today to enjoy retirement later in life.
Investment Services
Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are available to help you know where to begin.
Education Savings Plans
There are considerations to think about before starting to save for education. These include flexibility, time left before needing savings, your comfort with risk, and more. Agent Scott Dawson in Westerville, OH would love to help walk you through the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing income to family members, and more.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance researching specific options, registered agent Scott Dawson is happy to help.
Business Retirement Plans
State Farm has numerous retirement savings possibilities for both business owners and their employees.
Let Us Help Support Your Dreams And Goals
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.