Investment services in and around Jacksonville

Explore 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Michael Tauzel in Jacksonville, FL is here to help!

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Michael Tauzel can help you select which path may be right for you.

Education Savings Plans

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

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Michael Tauzel can help you explore your choices.