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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Saint Augustine, FL State Farm agent Lance Atwood can help you understand.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lance Atwood to go through more specifics! Lance Atwood is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you're looking for post-retirement.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
You Have Financial Aspirations. Let Us Help!
Saint Augustine neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
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.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?