Investment services in and around Phenix City
Explore 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 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 Phenix City, AL State Farm agent Kathy Powell can help you consider.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Kathy Powell in Phenix City 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
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.
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 makes sense. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.
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, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Kathy Powell is happy to help.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Phenix City
- Columbus
- Smith Station
- Seale
- Ft Mitchell
- Ft Moore
- Russell County
- Auburn
- Opelika
- Lee County
- Alabama
- Georgia
- Ladonia
- Crawford
- Salem
- Midland
- Beauregard
- Cusseta
A great choice for help reaching financial goals in the Phenix City area
Start working toward your financial goals
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