Investment services in and around Auburn

Review 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

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 fit for you. State Farm agent Kathy Powell is happy to help talk you through the details.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Kathy Powell in Auburn to learn more about how they can assist you.

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 anyone can contribute.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Kathy Powell is happy to help you research your options.