Investment services in and around Lewis Center
Lewis Center, Choose State Farm For Help With Your Financial Goals
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 prepare today to enjoy retirement sooner.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Matt Hatchel in Lewis Center to learn more about how they can assist you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include flexibility, amount to save, time left to save, and more. Agent Matt Hatchel in Lewis Center, OH would love to help walk you through the options that may be right for you.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Matt Hatchel can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Matt Hatchel can help you as you review the specifics.
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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Matt Hatchel is happy to help.
You Have Financial Aspirations. Let Us Help!
Matt Hatchel
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Lewis Center area
Start working toward your financial goals
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.