Investment services in and around Lake Forest

Explore Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

Now is the time to begin saving for college. You can begin investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be yourself, your child, or your spouse, as they pursue higher education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.