Investment services in and around Newtown Square
Newtown Square, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Tim Curvan in Newtown Square, PA is here to help!
Investment Services
There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Tim Curvan can help you determine which path may be right for you.
Education Savings Plans
Your agent Tim Curvan can help walk you through the different elements of saving for college.
Estate Planning
As an individual with assets, it is important 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 stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Tim Curvan can help you as you review the specifics.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Tim Curvan is happy to help.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the Newtown Square area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Car insurance for college students
Car insurance for college students
When going away to college, there may be options to help lower your auto insurance premiums depending on your situation.
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Car insurance for college students
Car insurance for college students
When going away to college, there may be options to help lower your auto insurance premiums depending on your situation.