Investment services in and around Dubuque

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Sam Herrig is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Sam Herrig in Dubuque to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, flexibility, time left to save, and more. Agent Sam Herrig in Dubuque, IA would love to help you explore the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Sam Herrig may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Sam Herrig can help you as you investigate the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Sam Herrig can help you study your choices.