Investment services in and around Kenosha
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
Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.
Investment Services
If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
Now is the time to start saving for college. You can begin setting aside funds 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
Your property and its proper stewardship is significant. That's why it's a good idea to start mapping out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.
Business Retirement Plans
Quality employees can make a remarkable impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Kenosha
- Racine
- Somers
- Kenosha County
- Racine County
- Pleasant Prairie
- Bristol
- Twin Lakes
- Illinois
- Wisconsin
- Burlington
- Waukesha County
- Walworth County
- Elkhorn
- East Troy
- Delavan
- Lake Geneva
- Paddock Lake
- Salem
- Brighton
- Mount Pleasant
- Dover
- Caledonia
- Sturtevant
Tim Werwie
State Farm® Insurance Agent
Looking for help reaching financial goals in the Kenosha area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.