Investment services in and around Urbandale

Urbandale, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about places you want to see and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

If a new home, college expenses, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, time left before needing savings, time left to save, and more. Agent James Walford in Urbandale, IA would love to help you investigate the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing for a special needs individual, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, your stage of life, and more. For assistance reviewing specific options, registered agent James Walford is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent James Walford is happy to help.