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
There's no better time than the present to start preparing for retirement.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
There are specifics to think about before starting to save for education. These include your comfort with risk, flexibility, time left to save, 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
As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you work toward these goals.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
There is much to ponder 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 attracting and retaining employees.
You Have Financial Aspirations. Let Us Help!
Cathy Shadwick
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.