Investment services in and around Flushing
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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Patricia Ouellette is happy to help explore the details with you.
Investment Services
Your State Farm agent can help you with a variety of things like identifying 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 Patricia Ouellette to go through more specifics! Patricia Ouellette is happy to discuss your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.
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 get it. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
Let Us Help Support Your Dreams And Goals
Patricia Ouellette
State Farm® Insurance Agent
Looking for help reaching financial goals in the Flushing area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.