Investment services in and around South Glastonbury
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Chris Schoelen in South Glastonbury, CT is here to help!
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
When saving for college, anyone can contribute.
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
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Chris Schoelen can help you as you investigate the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Glastonbury, CT
- South Glastonbury
- Connecticut
- East Hartford
- Hartford
- Manchester
- West Hartford
- Newington
- Wethersfield
- Cromwell
- Haddam
- East Haddam
- East Hampton
- Meriden
- Portland
- Middletown
- Vernon
- New Britain
- Hebron
- Coventry
Chris Schoelen
State Farm® Insurance Agent
A great choice for help reaching financial goals in the South Glastonbury area
Start working toward your financial goals
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?