Investment services in and around Ottawa

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Ottawa, IL State Farm agent Chad Lucas can help you consider.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

There are considerations to think about before starting to save for education. These include your comfort with risk, time left to save, flexibility, and more. Agent Chad Lucas in Ottawa, IL would love to help you explore 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

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Chad Lucas is happy to help you investigate your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Chad Lucas can help you study your choices.