Investment services in and around Auburn
Auburn, Choose State Farm For Help With Your Financial Goals
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 option for you. State Farm agent Kathy Powell is happy to help explore the options with you.
Investment Services
There are options available for you if you'd like additional information on preparing for your future. State Farm agent Kathy Powell can help you select which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing cash for expenses, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Kathy Powell is happy to help you research your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Kathy Powell is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Auburn, AL
- Opelika, AL
- Lee County, Alabama
- Alabama
- Georgia
- Auburn University
- Smiths Station
- Lee County
- Dadeville
- Waverly
- Alex City
- Auburn
- Opelika
Kathy Powell
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Auburn area
Take steps toward meeting your monetary objectives, intentionally
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.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
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.
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.