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!
David (DJ) Wierschem
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
Retirement plans for small business owners to consider
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
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.