Investment services in and around Lake Orion
Lake Orion, 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
Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
There's no better time than the present to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your spouse, a friend, or your child, as they pursue higher education.
Estate Planning
As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
Let Us Help You With Your Monetary Objectives
Jamie Felix
State Farm® Insurance Agent
Looking for help reaching financial goals in the Lake Orion area?
Start working toward your financial goals
Simple Insights®
How to spend money wisely and have fun with your friends
How to spend money wisely and have fun with your friends
You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.
Simple Insights®
How to spend money wisely and have fun with your friends
How to spend money wisely and have fun with your friends
You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.