Investment services in and around Milwaukee

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

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 understand which may be right for you, State Farm agent Nate Ladsten in Milwaukee, WI is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

Interested in ways to start saving for college? It may be time to consider available products and services for your spouse, your child, or a friend.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing cash for expenses, 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 persist after you stop working.

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, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Nate Ladsten is happy to help.