Investment services in and around Jacksonville

Review Your Financial Goals And Plans With State Farm

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 fit for you. State Farm agent Michael Tauzel is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Michael Tauzel in Jacksonville to learn more about how they can assist you.

Education Savings Plans

Your agent Michael Tauzel can help walk you through the different elements of saving for college.

Estate Planning

As you sift through options and goals, including Jacksonville State Farm agent Michael Tauzel, can be a useful asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Michael Tauzel is happy to help.

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.