Investment services in and around Salt Lake City
Explore Your Financial Goals And Plans With State Farm
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Today is a good day to start getting ready for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent David (DJ) Wierschem in Salt Lake City to learn more about how they can assist you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing for a special needs individual, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance considering specific options, registered agent David (DJ) Wierschem is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
Let Us Help Champion Your Dreams And Goals
David (DJ) Wierschem
State Farm® Insurance Agent
Looking for help reaching financial goals in the Salt Lake City area?
Start working toward your financial goals
Simple Insights®
Calculate spending and see the benefits of spending less
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.