Investment services in and around Haughton

Haughton, 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 fit for you. State Farm agent Lisa Dilts is happy to help explore the options with you.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent Lisa Dilts may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance reviewing specific options, registered agent Lisa Dilts is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Lisa Dilts is happy to help you understand your options.