Investment services in and around Saint Augustine
State Farm Can Help With Your Financial Aspirations
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 Lance Atwood is happy to help talk you through the details.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Lance Atwood can help walk you through the specifics of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance considering specific options, registered agent Lance Atwood is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
You Have Financial Aspirations. Let Us Help!
Lance Atwood
State Farm® Insurance Agent
Saint Augustine neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Uncover commonly missed tax deductions and help maximize your savings
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®
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Uncover commonly missed tax deductions and help maximize your savings
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.