Investment services in and around Jacksonville

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 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 fit for you. State Farm agent Michael Tauzel is happy to help talk you through the details.

Investment Services

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

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Jacksonville State Farm agent Michael Tauzel, can be a beneficial source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Michael Tauzel is happy to help you explore your options.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.