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Investment services in and around Colmar

Review 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 Colmar, PA State Farm agent Drew Herb can help you get to know.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income while retired? 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 are done working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Drew Herb can help you understand your choices.

Let Us Help With Your Dreams And Goals

We also offer Investments services in:
  • Lansdale, PA
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  • Hatfield, PA
  • Souderton, PA
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  • Harleysville, PA
  • Blue Bell, PA
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Profile photo of a State Farm Agent named: Drew Herb

Drew Herb

State Farm® Insurance Agent

Office Address:
190 Bethlehem Pike Suite 4
Colmar, PA 18915-9790
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Colmar neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

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Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.