Investment services in and around Chanhassen
Chanhassen, 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
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 choice for you. State Farm agent Mitch Velgersdyk is happy to help talk you through the specifics.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
There are considerations to think about before starting to save for education. These include flexibility, amount to save, your comfort with risk, and more. Agent Mitch Velgersdyk in Chanhassen, MN would love to help you investigate the options that may be right for you.
Estate Planning
When trying to prepare for your future, State Farm agent Mitch Velgersdyk may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
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 Mitch Velgersdyk is happy to help.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Chanhassen
- Chaska
- Eden Prairie
- Victoria
- Shakopee
- Waconia
- Hennepin
- Carver
- Scott
- Minneapolis
Chanhassen neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Building an emergency fund: Calculate how much to save
Building an emergency fund: Calculate how much to save
Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.