Investment services in and around Medford

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Brad Linnell is happy to help talk you through the specifics.

Investment Services

Are you looking to plan for college expenses, establish an emergency fund, or save for a new house? State Farm agents are available to help you know where to begin.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, amount to save, time left to save, and more. Agent Brad Linnell in Medford, OR would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Brad Linnell is happy to help you research your options.