Investment services in and around Lafayette

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

There's no better time than the present to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Jim Plane in Lafayette to learn more about how they can assist you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Jim Plane can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Jim Plane is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Jim Plane is happy to help.