Investment services in and around Morris

Morris, 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 Mike Meyer is happy to help explore the specifics with you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Mike Meyer in Morris to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Mike Meyer to go through more specifics! Mike Meyer is happy to discuss your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Mike Meyer is happy to help you investigate your options.