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Investment services in and around Greenwood

Greenwood, 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

Aside from dreaming about where to travel and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like your goals, your stage of life, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Drew Dozier is happy to help.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Greenwood
  • Indianapolis
  • Bargersville
  • Franklin
  • New Whiteland
Profile photo of a State Farm Agent named: Drew Dozier

Drew Dozier

State Farm® Insurance Agent

ChFC®
Office Address:
3100 Meridian Parke Drive Suite W
Greenwood, IN 46142
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Looking for help reaching financial goals in the Greenwood area?

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Simple Insights®

Ways to help set financial goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?