Investment services in and around Grand Junction
Grand Junction, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Eric Lusby is happy to help walk you through the details.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Interested in ways to start saving for college? It may be time to contemplate available products and services for your child, your spouse, or yourself.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Eric Lusby can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
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Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.