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Investment services in and around Chesterton

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 option for you. State Farm agent Joshua Baumgartner is happy to help talk you through the specifics.

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

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 option to create the stream of income you need post-retirement.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Joshua Baumgartner

Joshua Baumgartner

State Farm® Insurance Agent

Office Address:
218 S Calumet Rd
Chesterton, IN 46304
Map & Directions

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

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What to consider when choosing a beneficiary for life insurance or other financial accounts

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

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.