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Investment services in and around Altoona

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

One feasible way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Tim Forbes can help you decide which path may be right for you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Tim Forbes can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 work for you. Your local registered agent Tim Forbes can help you as you explore the specifics.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Altoona
  • Des Moines
  • Bondurant
  • Colfax
  • Runnells
  • Mitchellville
  • Ankeny
  • Eastern Polk County
  • Jasper County
  • Marion County
  • Dallas County
  • West Des Moines
  • Adel
  • Waukee
  • Johnston
  • Newton
  • Elkhart
  • Prairie City
  • Indianola
  • Cummings
  • Pleasant Hill
  • Norwalk
  • Grimes
Profile photo of a State Farm Agent named: Tim Forbes

Tim Forbes

State Farm® Insurance Agent
Office Address:
325 8th Street SE
Altoona, IA 50009
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Let State Farm be your first choice for help with reaching your financial goals

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Simple Insights®

The psychology of spending money and why you may be spending so much

By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.

Simple Insights®

The psychology of spending money and why you may be spending so much

By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.

Budget breakdown

Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.