Investment services in and around Omaha
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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Tanya Patzner is happy to help walk you through the specifics.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, flexibility, amount to save, and more. Agent Tanya Patzner in Omaha, NE would love to help walk you through the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing cash for expenses, providing for a special needs individual, and more.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
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, how many employees you have, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Tanya Patzner is happy to help you examine your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Omaha
- Gretna
- La Vista
- Papillion
- Elkhorn
- Millard
- Lincoln
- Council Bluffs
- Iowa
- Nebraska
- Kansas
- Douglas County
- Sarpy County
Tanya Patzner
State Farm® Insurance Agent
Looking for help reaching financial goals in the Omaha area?
Start working toward your financial goals
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.
Simple Insights®
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.