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Investment services in and around Springfield

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

Aside from dreaming about your bucket list destinations and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Brady Schroeder can help you decide which path may be right for you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, your stage of life, and more. For assistance researching specific options, registered agent Brady Schroeder is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Brady Schroeder can help you investigate your choices.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Brady Schroeder

Brady Schroeder

State Farm® Insurance Agent
Office Address:
2025 W Iles Avenue Suite A
Springfield, IL 62704-4197
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®

Preparing a living will and end-of-life care choices

Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.