Investment services in and around Chesterfield

Chesterfield, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement later in life.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Jeff Schlattman to go through more specifics! Jeff Schlattman is happy to explore flexibility, your comfort with risk, your timeline, 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 cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

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 work for you. Your local registered agent Jeff Schlattman can help you as you explore the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Jeff Schlattman can help you investigate your choices.