Investment services in and around Portland

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

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 consider which may be right for you, State Farm agent Chad Elder in Portland, OR is here to help!

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 guidance, there are different levels of support available to you. Contact agent Chad Elder in Portland to learn more about how they can assist you.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your spouse, a friend, or your child.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Chad Elder can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Chad Elder can help you as you explore 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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance examining your options, your local State Farm agent Chad Elder is happy to help.