Investment services in and around Beavercreek
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 preparing for retirement, whether you're entering the job world or you've been working for some time.
Investment Services
If a new home, college expenses, 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
You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating 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
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
Quality employees can make a large 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:- Beavercreek
- Xenia
- Fairborn
- Bellbrook
- SugarCreek
- Riverside
- Greene County
- Jamestown
- Yellow Springs
- Cedarville
- Springfield
- Waynesville
Mick Lundy
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.
Simple Insights®
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.