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
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 choice for you. State Farm agent Tony Theofanis is happy to help explore the options with you.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Tony Theofanis may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Tony Theofanis is happy to help you examine your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- 1102 E. Walnut St.
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Simple Insights®
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Review your estate planning checklist
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