Investment services in and around Frankfort
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
There will most likely come a time when your next career decision is retirement, but you can start prepping for that day long before.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Tony Theofanis can help you explore 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 Tony Theofanis to go through more specifics! Tony Theofanis is happy to explore your comfort with risk, flexibility, your timeline, and more.
Estate Planning
As you sift through options and goals, including Frankfort State Farm agent Tony Theofanis, can be a worthwhile source to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Tony Theofanis can help you as you consider the specifics.
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 there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Tony Theofanis is happy to help you examine your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- 1102 E. Walnut St.
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
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.