Investment services in and around Houghton
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
Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.
Education Savings Plans
There are details to think about before starting to save for education. These include your comfort with risk, time left before needing savings, amount to save, and more. Agent Kelly Jepsen in Houghton, MI would love to help you explore the options that may be right for you.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.
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, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Kelly Jepsen is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Houghton
- Hancock
- Calumet
- L'Anse
- Hubbell
- Dollar Bay
- South Range
- Atlantic Mine
- Lake Linden
- Chassell
- Ontonagon
- Baraga
- Mohawk
- Copper Harbor
- Laurium
- Mass City
- Eagle Harbor
- Ripley
- Toivola
Kelly Jepsen
State Farm® Insurance AgentLet State Farm be your first choice for help with reaching your financial goals
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.
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
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.
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.