Investment services in and around Middleburg Heights

Explore 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

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 Lauren Banaszak is happy to help explore the options with you.

Investment Services

There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Lauren Banaszak can help you determine which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include flexibility, time left before needing savings, your comfort with risk, and more. Agent Lauren Banaszak in Middleburg Heights, OH would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing for the disposition of a business at death, and more.

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 linger after you retire.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Lauren Banaszak is happy to help.