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Investment services in and around Saint Augustine

Navigate Your Financial Goals And Plans With State Farm

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

Retirement and IRAs

One practical way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

If a new home, college expenses, 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

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.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

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 alternatives for both business owners and their employees.

Let Us Help With Your Dreams And Goals

Profile photo of a State Farm Agent named: Lance Atwood

Lance Atwood

State Farm® Insurance Agent
Office Address:
245 Land Grant Street
Suite 4
Saint Augustine, FL 32092
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Looking for help reaching financial goals in the Saint Augustine area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

House shopping: Rent vs. buy?

There are many factors to consider when deciding whether to rent vs. buy a home. Learn which option makes sense for you in this article.

Simple Insights®

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

House shopping: Rent vs. buy?

There are many factors to consider when deciding whether to rent vs. buy a home. Learn which option makes sense for you in this article.