Investment services in and around Lewis Center
State Farm Can Help With Your Financial Aspirations
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 Jason Flischel is happy to help explain the details to you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, your comfort with risk, flexibility, and more. Agent Jason Flischel in Lewis Center, OH would love to help you investigate the options that may be right for you.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin developing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.
Business Retirement Plans
Quality employees can make a big difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Delaware
- Powell
- Sunbury
- Westerville
- Dublin
- Columbus
- Worthington
Jason Flischel
State Farm® Insurance AgentDiscover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.
Simple Insights®
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.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.