Investment services in and around Marion

Review 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 fit for you. State Farm agent Tom Schabo is happy to help walk you through the details.

Investment Services

If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, your comfort with risk, flexibility, and more. Agent Tom Schabo in Marion, IN would love to help you investigate the options that may be right for you.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

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 persist after you stop working.