Investment services in and around Freeland
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 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 Roger Richter is happy to help explore the options with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
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 income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
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 Roger Richter is happy to help you investigate your options.
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, how many employees you have, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Roger Richter is happy to help you decipher your options.
Let Us Help You With Your Monetary Objectives
Roger Richter
State Farm® Insurance Agent
Looking for help reaching financial goals in the Freeland area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.