Investment services in and around Philomath

Philomath, 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 Severn Thomas is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Severn Thomas in Philomath to learn more about how they can assist you.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to think about available products and services for yourself, your child, or your spouse.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Severn Thomas 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, if employees and/or employers can contribute, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Severn Thomas is happy to help you research your options.