Investment services in and around Chicago
Explore 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 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 fit for you. State Farm agent Art Santos is happy to help explore the options with you.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Art Santos in Chicago to learn more about how they can assist you.
Education Savings Plans
There are considerations to think about before starting to save for education. These include flexibility, time left to save, time left before needing savings, and more. Agent Art Santos in Chicago, IL would love to help walk you through the options that may be right for you.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Art Santos can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Art Santos can help you as you review the specifics.
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, how many employees you have, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Art Santos is happy to help you learn more about your options.
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Simple Insights®
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.