Investment services in and around Lancaster

Explore 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 option for you. State Farm agent Aubrey Montgomery is happy to help explain the details to you.

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Aubrey Montgomery can help you select which path may be right for you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, flexibility, time left to save, and more. Agent Aubrey Montgomery in Lancaster, PA would love to help you explore the options that may be right for you.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance exploring specific options, registered agent Aubrey Montgomery 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, how many people you employ, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Aubrey Montgomery is happy to help.