Investment services in and around Ottumwa

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

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 option for you. State Farm agent Jim Carnahan is happy to help explain the details to you.

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, amount to save, flexibility, and more. Agent Jim Carnahan in Ottumwa, IA would love to help walk you through the options that may be right for you.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.