Investment services in and around Kettering
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Becki Taylor in Kettering, OH is here to help!
Investment Services
There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Becki Taylor can help you select which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, 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 how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance examining specific options, registered agent Becki Taylor is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Centerville
- Kettering
- Oakwood
- Dayton
- Montgomery
- Warren
- Springboro
- Franklin
- Waynesville
Becki Taylor
State Farm® Insurance Agent
Looking for help reaching financial goals in the Kettering area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
Preparing a living will and end-of-life care choices
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.
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
Preparing a living will and end-of-life care choices
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.