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Investment services in and around Chesterton

Chesterton, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement in the future.

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Joshua Baumgartner to go through more specifics! Joshua Baumgartner is happy to review flexibility, your comfort with risk, your timeline, and more.

Estate Planning

Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

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 Joshua Baumgartner is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Joshua Baumgartner is happy to help you examine your options.

Let Us Help You With Your Monetary Objectives

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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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Leaving money to a charity in your will

Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.

DIY home improvement or hire a pro?

Before jumping into a home improvement project, weigh the pros and cons of a DIY approach vs. hiring a professional contractor.

Simple Insights®

Leaving money to a charity in your will

Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.

DIY home improvement or hire a pro?

Before jumping into a home improvement project, weigh the pros and cons of a DIY approach vs. hiring a professional contractor.