Investment services in and around Edwardsville
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 consider which may be right for you, State Farm agent Rick Marteeny in Edwardsville, IL is here to help!
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are ready to help you know where to start.
Education Savings Plans
There are considerations to think about before starting to save for education. These include flexibility, time left to save, your comfort with risk, and more. Agent Rick Marteeny in Edwardsville, IL would love to help you explore the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Rick Marteeny is happy to help you explore your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Glen Carbon
- Troy
- Marine
- Highland
- Moro
- Holiday Shores
- Worden
- Waterloo
- Wood River
- Bethalto
- Godfrey
- Caseyville
- Collinsville
- Granite City
- Alton
- Breese
- Trenton
- New Baden
- Maryville
- Saint Jacob
- Staunton
- Hamel
- Fairview Heights
- Belleville
Rick Marteeny
State Farm® Insurance Agent
Looking for help reaching financial goals in the Edwardsville area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
Simple Insights®
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.