Investment services in and around Oconomowoc
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 Will Edwards is happy to help explain the specifics to you.
Investment Services
There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Will Edwards can help you research 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 Will Edwards to go through more specifics! Will Edwards is happy to review your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance examining specific options, registered agent Will Edwards is happy to help.
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 loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Will Edwards is happy to help you examine your options.
You Have Financial Aspirations. Let Us Help!
Will Edwards
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Oconomowoc area
Start working toward your financial goals
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.