Investment services in and around Kutztown
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Steve Drasher in Kutztown, PA is here to help!
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Steve Drasher in Kutztown to learn more about how they can assist you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance researching specific options, registered agent Steve Drasher is happy to help.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
Steve Drasher
State Farm® Insurance AgentA great choice for help reaching financial goals in the Kutztown area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.