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The problem

4 important traits to seek out in a financial professional.


The Problem

Not enough money

67% of workers without a retirement plan have less than $1,000 in savings and investments.

Millennials who begin their careers owing $30,000 in student loans could have $325,000 less in retirement savings than their debt-free peers.

Not enough time

More than half of workers expect to work past age 65 do not plan to retire.

46% of retirees left the workforce earlier than planned:

  • 55% due to health problems
  • 24% due to workplace changes

The Solution

57% of workers agree “I would prefer to rely on outside experts to monitor and manage my retirement savings plan.”

A financial planner can help you:

Assess your financial goals, time horizon, and tolerance or risk.

Analyze the potential risks and rewards of various investments.

Understand the value of a long-term investment perspective and diversified asset mix.

State Farm® registered agents are here to help life go right®. Reach out see if they can help you to meet your financial goals.

Diversification and asset allocation do not ensure a profit or protect against a loss.


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Disclosure

Investing involves risk, including potential for loss.

State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any third party sites hyperlinked from this page. State Farm has no discretion to alter, update, or control the content on the hyperlinked, third party site. Access to third party sites is at the user's own risk, is being provided for informational purposes only and is not a solicitation to buy or sell any of the products which may be referenced on such third party sites.


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