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 option for you. State Farm agent Scott Dawson is happy to help walk you through the specifics.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Scott Dawson can help walk you through the details of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Scott Dawson is happy to help you explore your options.
Business Retirement Plans
Quality employees can make a large impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.
Let Us Help With Your Dreams And Goals
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Simple Insights®
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.