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Investment services in and around Chesterton

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

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for a friend, your spouse, or yourself.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing cash for expenses, and more.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Joshua Baumgartner can help you as you research the specifics.

Business Retirement Plans

There is much to ponder 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 retaining employees.

Let Us Help Champion Your Dreams And Goals

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
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Looking for help reaching financial goals in the Chesterton area?

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Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.