Investment services in and around Mt Prospect

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 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 Geovanni Trujano is happy to help talk you through the details.

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include time left to save, time left before needing savings, your comfort with risk, and more. Agent Geovanni Trujano in Mt Prospect, IL would love to help you investigate 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 Geovanni Trujano can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Geovanni Trujano is happy to help you consider your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Geovanni Trujano can help you investigate your choices.