Investment services in and around Wilsonville
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
There will most likely come a time when your next career advancement is to retire, but you can start prepping for that day long before.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Your agent Brian Koenig can help walk you through the specifics of saving for college.
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 income to family members, and more.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Brian Koenig can help you as you investigate the specifics.
Business Retirement Plans
Quality employees can make a large difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
Brian Koenig
State Farm® Insurance Agent
Looking for help reaching financial goals in the Wilsonville area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
What To Do When A Loved One Dies
What To Do When A Loved One Dies
Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
What To Do When A Loved One Dies
What To Do When A Loved One Dies
Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.