Investment services in and around Whitefish
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
Today is a good day to start preparing for retirement, whether you're just starting a career or you've been working for some time.
Investment Services
Are you looking to plan for college expenses, set up an IRA, or save for a new house? State Farm agents are ready to help you know where to begin.
Education Savings Plans
Now is the time to begin saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, your spouse, or yourself, as they pursue higher education.
Estate Planning
As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you work toward these goals.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you retire.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.
Let Us Help You With Your Monetary Objectives
Joe Akey
State Farm® Insurance Agent
Looking for help reaching financial goals in the Whitefish area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
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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.
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.