Investment services in and around Lincoln
Lincoln, 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
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 choice for you. State Farm agent Gerit Schell is happy to help walk you through the specifics.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Gerit Schell in Lincoln to learn more about how they can assist you.
Education Savings Plans
Your agent Gerit Schell can help walk you through the details of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing income to family members, providing cash for expenses, and more.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Gerit Schell can help you as you consider the specifics.
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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Gerit Schell is happy to help.
Let Us Help Champion Your Dreams And Goals
We also offer Investments services in:- Lincoln Nebraska
- Omaha Nebraska
- Hickman Nebraska
- Firth Nebraska
- Eagle Nebraska
- Ashland Nebraska
- Seward Nebraska
- Plattsmouth Nebraska
- Waverly Nebraska
- Syracuse Nebraska
- Unadilla Nebraska
- Bennet Nebraska
- Palmyra Nebraska
- Roca Nebraska
- Milford Nebraska
- Denton Nebraska
- Raymond Nebraska
- Malcolm Nebraska
- Cortland Nebraska
A great choice for help reaching financial goals in the Lincoln area
Let's work toward your financial dreams
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.