Investment services in and around Oklahoma City
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
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 Dusty Treat is happy to help explore the options with you.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Dusty Treat in Oklahoma City to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, 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 how close you are to retirement and your future goals. Local registered agent Dusty Treat is happy to help you examine your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, how many employees you have, and if loans are an option. Your local State Farm agent Dusty Treat is happy to help you learn more about your options.
Let Us Help You Accomplish Your Dreams And Goals
Dusty Treat
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Oklahoma City area
Start working toward your financial goals
Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Car insurance for college students
Car insurance for college students
When going away to college, there may be options to help lower your auto insurance premiums depending on your situation.
Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Car insurance for college students
Car insurance for college students
When going away to college, there may be options to help lower your auto insurance premiums depending on your situation.