Investment services in and around Las Vegas

Review 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 option for you. State Farm agent Dan Trubac is happy to help explore the specifics with you.

Investment Services

Are you looking to plan for college expenses, invest for retirement, or save for a new house? State Farm agents are available to help you know where to begin.

Education Savings Plans

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

Estate Planning

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you retire.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Dan Trubac can help you study your choices.