Investment services in and around Marshall

Marshall, 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

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 option for you. State Farm agent Kelsi Lubovich is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Kelsi Lubovich in Marshall to learn more about how they can assist you.

Education Savings Plans

Your agent Kelsi Lubovich can help walk you through the particulars of saving for college.

Estate Planning

As you sift through options and goals, including Marshall State Farm agent Kelsi Lubovich, can be a beneficial asset 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

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.

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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Kelsi Lubovich is happy to help.