Investment services in and around Lansdale
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 choice for you. State Farm agent Ryan O'Shurak is happy to help explore the details with you.
Investment Services
If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, your comfort with risk, amount to save, and more. Agent Ryan O'Shurak in Lansdale, PA would love to help you investigate the options that may be right for you.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
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 Ryan O'Shurak is happy to help you research your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Ryan O'Shurak can help you explore your choices.
You Have Financial Aspirations. Let Us Help!
Looking for help reaching financial goals in the Lansdale area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.