Investment services in and around New Lenox

New Lenox, 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

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 investigate which may be right for you, State Farm agent Mike Fernandez in New Lenox, IL is here to help!

Investment Services

If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, your comfort with risk, time left before needing savings, and more. Agent Mike Fernandez in New Lenox, IL would love to help walk you through the options that may be right for you.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

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

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.