Establishing your investment goals
Through life events as well as changes in the market, State Farm® understands customers aren't simply investing their hard-earned money in mutual funds. There are all different types of investors, which is why it is important to talk to a financial professional. Contact a State Farm registered agent to work through:
- Analyzing where you are today
- Identifying gaps with where you want to be
- Looking at strategies to close those gaps
- Getting you on track to achieve your goals
State Farm is here to help customers protect what is important and invest for the future.
How a brokerage account works
With as little as $1,000, State Farm offers a variety of account types and mutual funds from two fund providers; American Funds® by Capital Group® and BlackRock®. With 135+ mutual funds to choose from, customers may have flexibility to work toward goals that could be right around the corner or as far away as retirement.
Fund offerings span a range of asset classes
- U.S. Equity
- International Equity
- Target Date
- Allocation
- Specialty
- Taxable Bond
- Municipal Bond
- Money Market
Account types:
Tax-qualified accounts
- Traditional IRA
- Roth IRA
- Inherited Traditional IRA
- Inherited Roth IRA
Non-tax qualified accounts
- Individual
- Individual Transfer on Death (TOD)
- Joint with Rights of Survivorship (JWROS)
- Joint with Rights of Survivorship (JWROS) Transfer on Death (TOD)
- Joint Tenants and Common (TIC)
For help with your specific needs, contact a State Farm registered agent.
Staying on track
Help keep today's distractions from derailing tomorrow's goals.
A lot can happen between the time of opening a brokerage account and when funds are needed.
A State Farm registered agent is available when there are questions or concerns about changes in the market or in life. Contact a State Farm registered agent.
Risk Disclosures
Before investing in mutual funds available through registered representatives of State Farm VP Management Corp., consider the funds' investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting statefarm.com. Read it carefully.
State Farm VP Management Corp. is a registered broker-dealer.
Investing involves risk, including potential for loss.
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
BlackRock mutual funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock is not affiliated with SFVPMC or any other entity mentioned herein. BlackRock is a registered trademark of BlackRock, Inc.
SFVPMC is a separate entity from Capital Research and Management Company (CRMC) which is the investment adviser for American Funds. American Funds securities are distributed through American Funds Distributors, Inc. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company.
Neither State Farm nor its agents provide tax or legal advice.
AP2026/09/1330