Investment services in and around Oak Creek
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 fit for you. State Farm agent Steve Paddock is happy to help talk you through the specifics.
Investment Services
If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for your child, your spouse, or yourself.
Estate Planning
As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Steve Paddock is happy to help you investigate your options.
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 loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Steve Paddock is happy to help you decipher your options.
You Have Financial Aspirations. Let Us Help!
Steve Paddock
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Oak Creek area
Start working toward your financial goals
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
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.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
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.