Investment services in and around Odessa
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 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 Odessa, FL State Farm agent Ben Feller can help you consider.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for the disposition of a business at death, and more.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Ben Feller is happy to help you explore your options.
Business Retirement Plans
There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.
You Have Financial Aspirations. Let Us Help!
Let State Farm be your first choice for help with reaching your financial goals
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Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Pros and cons of automatic payments
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.