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

There will most likely come a time when your next career move is to retire, but you can start prepping for that day long before.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Chad Elder can help you explore which path may be right for you.

Education Savings Plans

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

Estate Planning

As you sift through options and goals, including Portland State Farm agent Chad Elder, can be a valuable asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Chad Elder is happy to help you examine your options.