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Investment services in and around Franklin

Franklin, Choose State Farm For Help With Your Financial Goals

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 choice for you. State Farm agent Mike Bafus is happy to help explore the options with you.

Investment Services

If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin mapping out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

Quality employees can make a remarkable difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Mike Bafus

Mike Bafus

State Farm® Insurance Agent
Office Address:
11217 W Forest Home Ave #5
Franklin, WI 53132
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.