Investment services in and around Tucson
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 determine which may be right for you, State Farm agent Merrie Connon in Tucson, AZ is here to help!
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
You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Merrie Connon is happy to help you research your options.
Business Retirement Plans
Quality employees can make a large impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
Merrie Connon
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.