Investment services in and around Shallotte

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Kristin Dowdy is happy to help talk you through the specifics.

Investment Services

Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Thinking about how to begin saving for higher education? It may be time to consider available products and services for your child, yourself, or your spouse.

Estate Planning

As you sift through options and goals, including Shallotte State Farm agent Kristin Dowdy, can be a worthwhile resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 choice to create the stream of income that works for you and your goals post-retirement.

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, if loans are an option, and others. Your local registered agent Kristin Dowdy can help you explore your choices.