Investment services in and around Portland

Portland, 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

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 choice for you. State Farm agent Chad Elder is happy to help walk you through the specifics.

Investment Services

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

Education Savings Plans

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

Estate Planning

When trying to prepare for your future, State Farm agent Chad Elder may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Chad Elder can help you as you review the specifics.

Business Retirement Plans

There is much to contemplate 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.