Investment services in and around Traverse City

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 consider which may be right for you, State Farm agent John Haddix in Traverse City, MI is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent John Haddix can help you as you consider the specifics.

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 appealing to and keeping employees.