Investment services in and around Jacksonville

Jacksonville, 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 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 Jacksonville, FL State Farm agent Kathy Scott can help you understand.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left before needing savings, your comfort with risk, time left to save, and more. Agent Kathy Scott in Jacksonville, FL would love to help you investigate the options that may be right for you.

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

Basic expenses and bills don't stop 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

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