Investment services in and around Cincinnati
Explore 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 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 Cincinnati, OH State Farm agent Mike Schweppe can help you consider.
Investment Services
There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Mike Schweppe can help you explore which path may be right for you.
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 Mike Schweppe in Cincinnati, OH would love to help you investigate 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 constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Mike Schweppe can help you as you review the specifics.
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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Mike Schweppe is happy to help.
Let Us Help You Reach Your Dreams And Goals
Mike Schweppe
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
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.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
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.