Investment services in and around Rochester
Rochester, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Van C. Travis III can help you research which path may be right for you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
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 remain after you retire.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Van C. Travis III is happy to help you learn more about your options.
Let Us Help You With Your Monetary Objectives
Van C. Travis III
State Farm® Insurance Agent
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Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.