Investment services in and around CHICAGO
Chicago, 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 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 CHICAGO, IL State Farm agent Armando Melendez can help you explore.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
There are considerations to think about before starting to save for education. These include amount to save, your comfort with risk, time left before needing savings, and more. Agent Armando Melendez in CHICAGO, IL would love to help you investigate the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Armando Melendez is happy to help.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Armando Melendez can help you understand your choices.
Let Us Help You With Your Monetary Objectives
Armando Melendez
State Farm® Insurance Agent
A great choice for help reaching financial goals in the CHICAGO area
Let's work toward your financial dreams
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.