Investment services in and around Gahanna
Gahanna, choose State Farm for help with your financial goals
Contact Agent JakeState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Gahanna, OH State Farm agent Jake Breakey can help you consider.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education savings plans
Thinking about how to begin saving for higher education? It may be time to consider available products and services for your child, your spouse, or yourself.
Legacy planning
When trying to prepare for your future, State Farm agent Jake Breakey may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.
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 appealing to and maintaining employees.
You have financial aspirations. Let us help!
Location
453 Waterbury Ct Suite 200Gahanna, OH 43230
Looking for help reaching financial goals in the Gahanna area?
Let's work toward your financial dreams
Contact Agent JakeInsurance and Financial products offered
Simple Insights®
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.