Investment services in and around Wayzata

Explore Your Financial Goals And Plans With State Farm

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 Jake Schreder is happy to help explain the specifics to you.

Investment Services

There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Jake Schreder can help you decide which path may be right for you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include your comfort with risk, amount to save, flexibility, and more. Agent Jake Schreder in Wayzata, MN would love to help you explore the options that may be right for you.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start 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

Looking for a way to receive payments or regular income while retired? 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 are finished working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Jake Schreder is happy to help you decipher your options.