Investment services in and around McLean
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Rick Mikszan in McLean, VA is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to consider available products and services for a friend, your child, or yourself.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Fairfax County
- Loudoun County
- Tysons Corner
- Ashburn
- McLean
- Washington DC
- Arlington
- Montgomery County
Looking for help reaching financial goals in the McLean area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.