Investment services in and around Barboursville

Review 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 choice for you. State Farm agent Marsha Slater is happy to help explain the specifics to you.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Marsha Slater can help you decide which path may be right for you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Marsha Slater in Barboursville, WV would love to help you explore the options that may be right for you.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Marsha Slater can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Marsha Slater 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 loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Marsha Slater is happy to help you decipher your options.