Investment services in and around Knightdale

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 fit for you. State Farm agent Brian Rothert is happy to help explain the specifics to you.

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Brian Rothert can help you research which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, flexibility, your comfort with risk, and more. Agent Brian Rothert in Knightdale, NC would love to help you investigate the options that may be right for you.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Brian Rothert is happy to help you explore your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Brian Rothert can help you investigate your choices.