Investment services in and around Beavercreek

Beavercreek, Choose State Farm For Help With Your Financial Goals

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 Jack Herbst is happy to help explore the details with you.

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or save for a new house? State Farm agents are prepared to help you know where to start.

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for your child, yourself, or a friend.

Estate Planning

As you sift through options and goals, including Beavercreek State Farm agent Jack Herbst, can be a valuable source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal 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 be right for you. Your local registered agent Jack Herbst can help you as you review the specifics.

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.