Investment services in and around Tulsa

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

There will most likely come a time when your next career decision is retirement, but you can start preparing for that day long before.

Investment Services

Are you looking to invest for retirement, plan for college expenses, or establish an emergency fund? State Farm agents are ready to help you know where to start.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Mark Welty 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 help you reach your goals. Your local registered agent Mark Welty can help you as you investigate the specifics.

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, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Mark Welty can help you research your choices.