Investment services in and around Shallotte

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 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 choice for you. State Farm agent Kristin Dowdy is happy to help explore the details with you.

Investment Services

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

Education Savings Plans

Your agent Kristin Dowdy can help walk you through the various options of saving for college.

Estate Planning

When trying to prepare for your future, State Farm agent Kristin Dowdy may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We understand. 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

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Kristin Dowdy is happy to help you decipher your options.