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Investment services in and around Rochelle

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

There will most likely come a time when your next career decision is retirement, but you can start preparing for that day long before.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you work toward these goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Terri Schaefer is happy to help you consider your options.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Terri Schaefer

Terri Schaefer

State Farm® Insurance Agent

Office Address:
603 Lincoln Highway
Rochelle, IL 61068-1646
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Simple Insights®

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

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.