Investment services in and around Brookfield

Investigate 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 explore which may be right for you, State Farm agent Brian Brecklin in Brookfield, WI is here to help!

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include flexibility, amount to save, your comfort with risk, and more. Agent Brian Brecklin in Brookfield, WI would love to help you investigate the options that may be right for you.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Brian Brecklin is happy to help you investigate your options.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.