Investment services in and around Madison

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Madison, WI State Farm agent Michael Wegner can help you understand.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Michael Wegner in Madison to learn more about how they can assist you.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.