Investment services in and around Phenix City

Phenix City, 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

One practical way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

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

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for your spouse, a friend, or your child.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Kathy Powell can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance exploring specific options, registered agent Kathy Powell is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Kathy Powell can help you explore your choices.