Investment services in and around St Petersburg
Explore 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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement in the future.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Cathy Shadwick to go through more specifics! Cathy Shadwick is happy to explore your timeline, your comfort with risk, flexibility, and more.
Estate Planning
When trying to prepare for your future, State Farm agent Cathy Shadwick 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
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you retire.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Cathy Shadwick can help you study your choices.
Let Us Help You With Your Monetary Objectives
Cathy Shadwick
State Farm® Insurance Agent
Looking for help reaching financial goals in the St Petersburg area?
Start working toward your financial goals
Simple Insights®
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.