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

One practical way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Cathy Shadwick in St Petersburg to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left before needing savings, flexibility, 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

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.

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 investigate the specifics.

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 there are annual operation costs or administration fees, if loans are an option, and how many employees you have. Your local State Farm agent Cathy Shadwick is happy to help you understand your options.