Investment services in and around Surprise
Investigate 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 option for you. State Farm agent Lisa RO Ross is happy to help explore the options with you.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing cash for expenses, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Lisa RO Ross is happy to help you research your options.
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 deciphering your options, your local State Farm agent Lisa RO Ross is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Phoenix
- Sun City
- El Mirage
- Peoria
- Glendale
- Paradise Valley
- Scottsdale
- Wickenburg
- Waddell
- Cave Creek
- Anthem
- Maryvale
- Sun City Festival
- Tartesso
- Tempe
- Surprise
- Sun City West
- Litchfield Park
- Avondale
- Goodyear
- Buckeye
- Estrella
- Laveen
- Tolleson
Lisa RO Ross
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.