Investment services in and around Oswego
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
Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, flexibility, time left to save, and more. Agent Rick Weissenhofer in Oswego, IL would love to help walk you through the options that may be right for you.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to start shaping steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Rick Weissenhofer is happy to help you investigate your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Rick Weissenhofer can help you investigate your choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Oswego
- Montgomery
- Yorkville
- Aurora
- North Aurora
- Naperville
- Plainfield
- Sugar Grove
- Joliet
- Romeoville
- Bristol
Rick Weissenhofer
State Farm® Insurance AgentOswego neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.
Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.