Investment services in and around Woodbridge
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 option for you. State Farm agent Sandi Bausman is happy to help talk you through the specifics.
Investment Services
There are options available for you if you'd like additional information on saving for your future. State Farm agent Sandi Bausman can help you research which path may be right for you.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Manassas
- Dumfries
- Prince William
- Fauquier County
- Bristow
- Quantico
- Montclair
- Belmont Bay
- Occouquan
- Dominion Valley
- Piedmont
- Vint Hill
- Gainesville
- Fairfax Station
- Stafford County
- Aquia Harbour
- Dale City
- Lake Ridge
- Old Town Manassas
- Potomac Shores
- Clifton
- Springfield
- Fredericksburg
- Lake Anna
Sandi Bausman
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.