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Investment services in and around Monticello

Monticello, choose State Farm for help with your financial goals

Contact Agent Dalten

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement later in life.

Investment Services

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

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Legacy planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

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 carry over after you stop working.

Business retirement plans

State Farm can help business owners and their employees save for retirement through a range of tailored choices.

You have financial aspirations. Let us help!

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: Dalten Temples

Dalten Temples

State Farm® Insurance Agent

ChFC®

Location

111 N State Street
Monticello, IL 61856-1638

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

Let's work toward your financial dreams

Contact Agent Dalten

Insurance and Financial products offered

Simple Insights®

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Learn about credit card interest and consider these tips on ways to help avoid, reduce or mitigate it when using a credit card.

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.

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