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Investment services in and around Altoona

Investigate 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

Aside from dreaming about places you want to see and spending extended time with loved ones in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional information 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 higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance researching specific options, registered agent Tim Forbes is happy to help.

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, if loans are an option, and others. Your local registered agent Tim Forbes can help you study your choices.

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

ChFC® CPCU® CASL® CLU®
Office Address:
325 8th Street SE
Altoona, IA 50009
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A great choice for help reaching financial goals in the Altoona area

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