Investment services in and around Cincinnati

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Cincinnati, OH State Farm agent Mark Miklautsch can help you get to know.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left before needing savings, your comfort with risk, and more. Agent Mark Miklautsch in Cincinnati, OH would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing cash for expenses, and more.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Mark Miklautsch is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Mark Miklautsch can help you study your choices.