Investment services in and around Springfield
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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Springfield, IL State Farm agent Mark Cortesi can help you explore.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
As you sift through options and goals, including Springfield State Farm agent Mark Cortesi, can be a useful source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Mark Cortesi is happy to help.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
Looking for help reaching financial goals in the Springfield area?
Start working toward your financial goals
Simple Insights®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.
Simple Insights®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.