Investment services in and around St Petersburg
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 St Petersburg, FL State Farm agent Cathy Shadwick can help you consider.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, discerning your time horizon, and more!
Education Savings Plans
There are considerations to think about before starting to save for education. These include amount to save, time left to save, your comfort with risk, and more. Agent Cathy Shadwick in St Petersburg, FL would love to help walk you through the options that may be right for you.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Cathy Shadwick can help you as you research the specifics.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
Let Us Help With Your Dreams And Goals
Cathy Shadwick
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Fixed-rate mortgage vs. adjustable-rate mortgage
Fixed-rate mortgage vs. adjustable-rate mortgage
Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.