Investment services in and around Skokie
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 Zorica Lucic is happy to help talk you through the details.
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
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you reach these goals.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Zorica Lucic can help you as you explore the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Zorica Lucic can help you research your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Skokie
- Wilmette
- Evanston
- Lincolnwood
- Gold coast
- Morton grove
- Kenilworth
- Northfield
- Winnetka
- Niles
- Downtown Chicago
- Norridge
- Northbrook
- Glencoe
- Highland Park
- Waukegan
- Deerfield
- Milwaukee
- Golf
Zorica Lucic
State Farm® Insurance AgentA great choice for help reaching financial goals in the Skokie area
Let's work toward your financial dreams
Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
How to use the 50/30/20 budget rule
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.
Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
How to use the 50/30/20 budget rule
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.