Investment services in and around Wausau
Wausau, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Tonya Springer in Wausau, WI is here to help!
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to think about available products and services for your child, a friend, or your spouse.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to begin creating steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like your goals, your stage of life, when you want your income payout to begin, and more. For assistance exploring specific options, registered agent Tonya Springer is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance examining your options, your local State Farm agent Tonya Springer is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Wausau, WI
- Town of Maine
- Weston, WI
- Schofield, WI
- Rothschild, WI
- Marathon County
- Hatley, WI
- Rib Mountain, WI
- Mosinee, WI
- Marathon City
- Merrill, WI
- Edgar, WI
Looking for help reaching financial goals in the Wausau area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.