Investment services in and around Kenosha
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
There will most likely come a time when your next career decision is to retire, but you can start taking the necessary steps for that day long before.
Investment Services
There are options available for you if you'd like additional information on preparing for your future. State Farm agent Tim Werwie can help you determine which path may be right for you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance exploring specific options, registered agent Tim Werwie is happy to help.
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:- Kenosha
- Racine
- Somers
- Kenosha County
- Racine County
- Pleasant Prairie
- Bristol
- Twin Lakes
- Illinois
- Wisconsin
- Burlington
- Waukesha County
- Walworth County
- Elkhorn
- East Troy
- Delavan
- Lake Geneva
- Paddock Lake
- Salem
- Brighton
- Mount Pleasant
- Dover
- Caledonia
- Sturtevant
Looking for help reaching financial goals in the Kenosha area?
Let's work toward your financial dreams
Simple Insights®
Ways to help set financial goals
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.