Investment services in and around Florence

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Zach Peavey is happy to help explain the details to you.

Investment Services

There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Zach Peavey can help you select which path may be right for you.

Education Savings Plans

Your agent Zach Peavey can help walk you through the various options of saving for college.

Estate Planning

As you sift through options and goals, including Florence State Farm agent Zach Peavey, can be a useful source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Zach Peavey can help you as you investigate the specifics.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Zach Peavey is happy to help.