Investment services in and around Silver Spring

Review 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 fit for you. State Farm agent Ray Mensah is happy to help talk you through the details.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, flexibility, time left to save, and more. Agent Ray Mensah in Silver Spring, MD would love to help walk you through the options that may be right for you.

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you retire.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.