Investment services in and around Ann Arbor
Ann Arbor, 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 Lisa White is happy to help explore the details with you.
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lisa White to go through more specifics! Lisa White is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, 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 some different options depending on your proximity to retirement and your future goals. Local registered agent Lisa White is happy to help you examine your options.
Business Retirement Plans
There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.
Let Us Help You Fulfill Your Dreams And Goals
Lisa White
State Farm® Insurance Agent
Looking for help reaching financial goals in the Ann Arbor area?
Start working toward your financial goals
Simple Insights®
Invest after retirement
Invest after retirement
When investing after retirement, it is wise to review and adjust your investments to help meet your goals.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Invest after retirement
Invest after retirement
When investing after retirement, it is wise to review and adjust your investments to help meet your goals.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.