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 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 Jacksonville, IL State Farm agent Regan Bruenger can help you understand.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for your child, a friend, or yourself.
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 work toward your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Regan Bruenger is happy to help you research your options.
You Have Financial Aspirations. Let Us Help!
Looking for help reaching financial goals in the Jacksonville area?
Start working toward your financial goals
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.