Investment services in and around Warsaw
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
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 Suzie Brodersen is happy to help talk you through the specifics.
Investment Services
If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.
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, flexibility, and more. Agent Suzie Brodersen in Warsaw, MO would love to help you explore the options that may be right for you.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin shaping 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
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 Suzie Brodersen is happy to help you examine your options.
Business Retirement Plans
Quality employees can make a remarkable impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
Suzie Brodersen
State Farm® Insurance Agent
Warsaw 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.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.