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Investment services in and around Mount Pleasant

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

There will most likely come a time when your next career move is retirement, but you can start preparing for that day long before.

Investment Services

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

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to start shaping 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 your stage of life, your goals, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Melissa Schafer is happy to help.

Business Retirement Plans

There is much to contemplate 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 appealing to and maintaining 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

Mount Pleasant neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

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Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.