Investment services in and around Florence
Explore 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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.
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
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
As you sift through options and goals, including Florence State Farm agent Bob Boswell Jr, can be a valuable resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Bob Boswell Jr can help you understand your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Florence
- Boone County
- Kenton County
- Campbell County
- Grant County
- Pendleton County
- Gallatin County
- Carroll County
- Bracken County
- Owen County
- Covington
- Fort Mitchell
- Independence
- Erlanger
- Newport
- Latonia
- Burlington
- Union
- Alexandria
- Hebron
- Walton
- Dry Ridge
- Owenton
- Falmouth
A great choice for help reaching financial goals in the Florence area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.