Investment services in and around Lake Orion
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 Lake Orion, MI State Farm agent Jamie Felix can help you get to know.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jamie Felix to go through more specifics! Jamie Felix is happy to explore flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your stage of life, and more. For assistance investigating specific options, registered agent Jamie Felix is happy to help.
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, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Jamie Felix is happy to help.
You Have Financial Aspirations. Let Us Help!
Jamie Felix
State Farm® Insurance Agent
Lake Orion neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.