Investment services in and around Portsmouth
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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Portsmouth, NH State Farm agent Aileen Dugan can help you get to know.
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
Your agent Aileen Dugan can help walk you through the different elements of saving for college.
Estate Planning
Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your goals, when you want your income payout to begin, 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 Aileen Dugan can help you as you research the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, how many employees you have, and if loans are an option. Your local State Farm agent Aileen Dugan is happy to help you learn more about your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Greenland
- New Castle
- Rye
- Newington
- Dover
- Kittery
- Stratham
- Exeter
- North Hampton
- York
- Hampton
- Seabrook
- Manchester
- New Hampshire
- Maine
Aileen Dugan
State Farm® Insurance Agent
Looking for help reaching financial goals in the Portsmouth area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
Building a special needs estate plan
Building a special needs estate plan
Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.
Simple Insights®
What does the executor of a will do?
What does the executor of a will do?
Have you ever wondered what the duties of a will Executor are? Take a few minutes and learn more about this responsibility.
Building a special needs estate plan
Building a special needs estate plan
Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.