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Investment services in and around Mount Prospect

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

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 understand which may be right for you, State Farm agent Casandra Nawrocki in Mount Prospect, IL is here to help!

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.

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 help you reach your goals. Your local registered agent Casandra Nawrocki can help you as you examine the specifics.

Business Retirement Plans

Quality employees can make a large difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Mount Prospect, IL
  • Greater Chicagoland
  • Northwest Indiana
Profile photo of a State Farm Agent named: Casandra Nawrocki

Casandra Nawrocki

State Farm® Insurance Agent

Office Address:
350 W Kensington Road Suite 106
Mount Prospect, IL 60056-1141
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A great choice for help reaching financial goals in the Mount Prospect area

Start working toward your financial goals

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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.