Investment services in and around Cincinnati
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
Now is the time to start preparing for retirement.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Mike Schweppe in Cincinnati to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Mike Schweppe to go through more specifics! Mike Schweppe is happy to review your timeline, your comfort with risk, flexibility, and more.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Mike Schweppe can help you as you consider the specifics.
Business Retirement Plans
Quality employees can make a huge difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the Cincinnati area
Start working toward your financial goals
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.