Investment services in and around Adel

Navigate 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Adel, IA State Farm agent Philip Stueve can help you explore.

Investment Services

If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, flexibility, your comfort with risk, and more. Agent Philip Stueve in Adel, IA would love to help walk you through the options that may be right for you.

Estate Planning

As you sift through options and goals, including Adel State Farm agent Philip Stueve, can be a worthwhile asset 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

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Philip Stueve is happy to help.