Investment services in and around Hiawatha
Navigate 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 fit for you. State Farm agent Mitch Valentine is happy to help talk you through the specifics.
Investment Services
If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to consider available products and services for a friend, your spouse, or yourself.
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 how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Mitch Valentine is happy to help.
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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Mitch Valentine is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Cedar Rapids
- Hiawatha
- Marion
- Omaha
- Iowa City
- Lincoln
- Des Moines
- Davenport
- Dubuque
- Linn County
- Illinois
- Nebraska
- Minnesota
- Grand Island
- Tiffin
- Waukee
- Aurora
- Naperville
- Ames
- Sioux City
- Fairfax
- Solon
- Mount Vernon
- Peoria
Mitch Valentine
State Farm® Insurance Agent
Looking for help reaching financial goals in the Hiawatha area?
Let's work toward your financial dreams
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.