Investment services in and around Phoenix
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
There are options available for you if you'd like additional information on preparing for your future. State Farm agent Brian Stevens can help you select which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Brian Stevens is happy to help you examine your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Brian Stevens can help you explore your choices.
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Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.