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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement down the road.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Tim Werwie to go through more specifics! Tim Werwie is happy to explore flexibility, your comfort with risk, your timeline, and more.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Tim Werwie can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
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 carry over after you retire.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
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
A great choice for help reaching financial goals in the Kenosha area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Building an emergency fund: Calculate how much to save
Building an emergency fund: Calculate how much to save
Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.
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.