Investment services in and around Ashland

Ashland, 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 Ian Phillips is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Ian Phillips in Ashland to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Ian Phillips to go through more specifics! Ian Phillips is happy to review flexibility, your comfort with risk, your timeline, and more.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you are gone. State Farm can help you reach these goals.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.

Business Retirement Plans

There is much to contemplate 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.