Investment services in and around Beavercreek
Navigate 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Mick Lundy in Beavercreek, OH is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
As you sift through options and goals, including Beavercreek State Farm agent Mick Lundy, can be a beneficial resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income that works for you and your goals post-retirement.
Business Retirement Plans
State Farm has numerous retirement savings plans for both business owners and their employees.
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
Looking for help reaching financial goals in the Beavercreek area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.