Investment services in and around Cincinnati

Investigate 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Cincinnati, OH State Farm agent Steve Ulmer can help you consider.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, 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 your comfort with risk, time left before needing savings, time left to save, and more. Agent Steve Ulmer in Cincinnati, OH would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing cash for expenses, and more.

Annuities

Basic expenses and bills don't end 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

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Steve Ulmer can help you investigate your choices.