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Investment services in and around Salt Lake City

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

Now is the time to start preparing for retirement.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent David (DJ) Wierschem to go through more specifics! David (DJ) Wierschem is happy to review your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: David (DJ) Wierschem

David (DJ) Wierschem

State Farm® Insurance Agent

Office Address:
420 E South Temple Suite 450
Salt Lake City, UT 84111-1343
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Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.