Investment services in and around Springfield
Springfield, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Mark Cortesi in Springfield, IL is here to help!
Investment Services
There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Mark Cortesi can help you explore which path may be right for you.
Education Savings Plans
There are details to think about before starting to save for education. These include amount to save, your comfort with risk, time left to save, and more. Agent Mark Cortesi in Springfield, IL would love to help walk you through the options that may be right for you.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to start organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance researching specific options, registered agent Mark Cortesi is happy to help.
Business Retirement Plans
State Farm has various retirement savings alternatives for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
Mark Cortesi
State Farm® Insurance Agent
Looking for help reaching financial goals in the Springfield area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Tips for planning a trip
Tips for planning a trip
Learn some tips for planning a trip to help you make the most out of your vacation.
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Tips for planning a trip
Tips for planning a trip
Learn some tips for planning a trip to help you make the most out of your vacation.