Investment services in and around Wilmington
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 Wilmington, DE State Farm agent Dan Dougherty can help you explore.
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
When saving for college, even modest contributions can help over time.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
Quality employees can make a huge impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
Wilmington neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.