Investment services in and around Florence
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 investigate which may be right for you, State Farm agent Bob Boswell Jr in Florence, KY is here to help!
Investment Services
If a new home, retirement, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Bob Boswell Jr can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Bob Boswell Jr can help you as you consider the specifics.
Business Retirement Plans
There is much to ponder 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 appealing to and retaining employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Florence
- Boone County
- Kenton County
- Campbell County
- Grant County
- Pendleton County
- Gallatin County
- Carroll County
- Bracken County
- Owen County
- Covington
- Fort Mitchell
- Independence
- Erlanger
- Newport
- Latonia
- Burlington
- Union
- Alexandria
- Hebron
- Walton
- Dry Ridge
- Owenton
- Falmouth
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Simple Insights®
How much money do you need to retire?
How much money do you need to retire?
How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.