Investment services in and around Henrico

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

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 Rodney Bowen is happy to help explain the details to you.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, flexibility, your comfort with risk, and more. Agent Rodney Bowen in Henrico, VA would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing for the disposition of a business at 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, your stage of life, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Rodney Bowen 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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Rodney Bowen is happy to help.