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Investment services in and around Mount Pleasant

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

There's no better time than the present to start preparing for retirement.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Melissa Schafer in Mount Pleasant to learn more about how they can assist you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future 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 Melissa Schafer can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

State Farm has various retirement savings possibilities for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Melissa Schafer

Melissa Schafer

State Farm® Insurance Agent

ChFC®
Office Address:
5809 Durand Avenue
Mount Pleasant, WI 53406-5012
Map & Directions

Looking for help reaching financial goals in the Mount Pleasant area?

Let's work toward your financial dreams

Simple Insights®

What does the executor of a will do?

Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.