Investment services in and around Kettering
Kettering, 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 choice for you. State Farm agent Eric Evans is happy to help explore the details with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing income to family members, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Eric Evans is happy to help you examine your options.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- KETTERING
- DAYTON
- OAKWOOD
- MORAINE
- CENTERVILLE
- BELLBROOK
- BEAVERCREEK
- MIAMISBURG
- WEST CARROLLTON
- XENIA
- SPRING VALLEY
- WAYNESVILLE
- SPRINGBORO
- FAIRBORN
Eric Evans
State Farm® Insurance Agent
Looking for help reaching financial goals in the Kettering area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.