Investment services in and around Bountiful
Explore 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 choice for you. State Farm agent Matt Culligan is happy to help explore the specifics with you.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Your agent Matt Culligan can help walk you through the various options of saving for college.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing for the disposition of a business at death, 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 some different options depending on your current stage of life and your future goals. Local registered agent Matt Culligan is happy to help you examine your options.
Business Retirement Plans
State Farm has various retirement savings plans for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Bountiful
- Woods Cross
- Salt Lake City
- North Salt Lake
- West Bountiful
- Centerville
- Farmington
- Davis County
- Salt Lake County
Looking for help reaching financial goals in the Bountiful area?
Start working toward your financial goals
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.