Investment services in and around Portland

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

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 Portland, ME State Farm agent Diane Newman can help you investigate.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Diane Newman in Portland to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, your comfort with risk, flexibility, and more. Agent Diane Newman in Portland, ME would love to help you investigate the options that may be right for you.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, 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 when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Diane Newman is happy to help.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.