Investment services in and around Ottawa
Investigate 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
One practical way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to think about available products and services for your child, your spouse, or yourself.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
State Farm has various retirement savings options for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
Chad Lucas
State Farm® Insurance AgentOttawa neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.
Simple Insights®
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.