Investment services in and around Powell
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
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 Powell, OH State Farm agent Brian Davis can help you investigate.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
There are specifics to think about before starting to save for education. These include flexibility, your comfort with risk, time left before needing savings, and more. Agent Brian Davis in Powell, OH would love to help you investigate the options that may be right for you.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Brian Davis is happy to help you examine your options.
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 there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Brian Davis can help you investigate your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Powell, Ohio
- Lewis Center, Ohio
- Worthington, Ohio
- Galena, Ohio
- Delaware, Ohio
- Dublin, Ohio
- Plain City, Ohio
- Columbus, Ohio
- Marysville, Ohio
Brian Davis
State Farm® Insurance Agent
Looking for help reaching financial goals in the Powell area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?