Investment services in and around Medford

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement sooner.

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, time left before needing savings, flexibility, and more. Agent Russ Wimmer in Medford, OR would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, 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 Russ Wimmer is happy to help you examine 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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Russ Wimmer is happy to help.