Investment services in and around Lakeland
Explore 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
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 choice for you. State Farm agent Mike Dluzniewski is happy to help explore the details with you.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Mike Dluzniewski is happy to help you consider your options.
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 there are annual operation costs or administration fees, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Mike Dluzniewski is happy to help you learn more about your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Lakeland
- Lakeland Highlands
- Polk County
- Bartow, FL
- Mulberry
- Lake Whales
- Kathleen
- Plant City
- Brandon
- Auburndale
- Winter Haven
- Dade City
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.