Investment services in and around Atlanta

Investigate 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 Atlanta, GA State Farm agent Kaitlin Ponce can help you explore.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, your comfort with risk, amount to save, and more. Agent Kaitlin Ponce in Atlanta, GA would love to help walk you through 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 for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Kaitlin Ponce is happy to help you investigate your options.

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 loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Kaitlin Ponce is happy to help you understand your options.