Skip to content

Investment services in and around Columbus

Columbus, 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 Mark Carlson is happy to help talk you through the specifics.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you stop working.

Business Retirement Plans

State Farm has numerous retirement savings plans for both business owners and their employees.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • North Vernon
  • Seymour
  • Nineveh
  • Hope
  • Edinburgh
  • Brownstown
  • Nashville
  • Jackson County
  • Bartholomew County
  • Johnson County
  • Brown County
  • Jennings County
  • Shelby County
  • Decatur County
Profile photo of a State Farm Agent named: Mark Carlson

Mark Carlson

State Farm® Insurance Agent

ChFC® CPCU® RICP® CLU®
Office Address:
1010 25th Street
Columbus, IN 47201-4279
Map & Directions

Columbus neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Review your estate planning checklist

This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.