Investment services in and around Keizer

Navigate 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 fit for you. State Farm agent Kalon Schmidt is happy to help walk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Kalon Schmidt in Keizer to learn more about how they can assist you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include flexibility, amount to save, time left to save, and more. Agent Kalon Schmidt in Keizer, OR would love to help you explore the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Kalon Schmidt may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are finished working.