Investment services in and around Melbourne

Melbourne, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

Your agent Josh Post can help walk you through the particulars of saving for college.

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Josh Post is happy to help you examine 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, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Josh Post can help you understand your choices.