Investment services in and around Phoenix
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
One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Luisa Samuel in Phoenix to learn more about how they can assist you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Luisa Samuel is happy to help.
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 if loans are an option. Your local State Farm agent Luisa Samuel is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Phoenix
- Glendale
- Avondale
- Laveen
- Peoria
- Scottsdale
Discover how State Farm can help you reach your financial goals
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Simple Insights®
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Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Rollover your 401k to a traditional IRA
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With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.