Investment services in and around Bowling Green
Review 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
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 Bowling Green, OH State Farm agent Lance Wood can help you consider.
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Lance Wood can help walk you through the particulars of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Lance Wood is happy to help.
You Have Financial Aspirations. Let Us Help!
Lance Wood
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Bowling Green area
Start working toward your financial goals
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How to reach your retirement goals
How to reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How to reach your retirement goals
How to reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.