Investment services in and around Frankfort
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
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 Frankfort, IN State Farm agent Tony Theofanis can help you understand.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Tony Theofanis in Frankfort to learn more about how they can assist you.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, your comfort with risk, time left to save, and more. Agent Tony Theofanis in Frankfort, IN would love to help you explore the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Tony Theofanis can help you as you explore the specifics.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- 1102 E. Walnut St.
Tony Theofanis
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Frankfort area
Start working toward your financial goals
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.