Investment services in and around Aurora

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 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 Aurora, IL State Farm agent Mike Lucas can help you explore.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Mike Lucas in Aurora to learn more about how they can assist you.

Education Savings Plans

Your agent Mike Lucas can help walk you through the particulars of saving for college.

Estate Planning

As you sift through options and goals, including Aurora State Farm agent Mike Lucas, can be a worthwhile resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Mike Lucas is happy to help you explore your options.