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 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
Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with 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 discuss your timeline, flexibility, your comfort with risk, and more.
Estate Planning
Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you retire.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.
Let Us Help Aid Your Dreams And Goals
We also offer Investments services in:- 1102 E. Walnut St.
Looking for help reaching financial goals in the Frankfort area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.