Investment services in and around Edwardsville
Review 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 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 choice for you. State Farm agent Trevor Halloran is happy to help talk you through the specifics.
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
When saving for college, even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, 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 your proximity to retirement and your future goals. Local registered agent Trevor Halloran is happy to help you consider your options.
Business Retirement Plans
State Farm has numerous retirement savings plans for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Glen Carbon
- Collinsville
- Alton
- Maryville
- Caseyville
- Granite City
- Highland
- Marine
- Hamel
- Staunton
- O'Fallon
- Greenville
- Jerseyville
- Shiloh
- Godfrey
- Troy
- Saint Jacob
- Belleville
- Wood River
- Roxana
- East Alton
- Alhambra
- Worden
- Litchfield
Trevor Halloran
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Edwardsville area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
The psychology of spending money and why you may be spending so much
The psychology of spending money and why you may be spending so much
By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.
How to spend money wisely and have fun with your friends
How to spend money wisely and have fun with your friends
You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.
Simple Insights®
The psychology of spending money and why you may be spending so much
The psychology of spending money and why you may be spending so much
By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.
How to spend money wisely and have fun with your friends
How to spend money wisely and have fun with your friends
You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.