Investment services in and around Indianapolis
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
Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are options available for you if you'd like additional information on preparing for your future. State Farm agent Connie Mortensen can help you select which path may be right for you.
Education Savings Plans
Your agent Connie Mortensen can help walk you through the details of saving for college.
Estate Planning
Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing for the disposition of a business at 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 how close you are to retirement and your future goals. Local registered agent Connie Mortensen is happy to help you research your options.
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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent Connie Mortensen is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Indianapolis
- Southport
- Greenwood
- Center Grove
- Franklin
Connie Mortensen
State Farm® Insurance Agent
Looking for help reaching financial goals in the Indianapolis area?
Let's work toward your financial dreams
Simple Insights®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
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®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
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.