Investment services in and around Phenix City

Investigate 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 Jason Graham is happy to help explain the specifics to you.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

As you sift through options and goals, including Phenix City State Farm agent Jason Graham, can be a beneficial asset 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

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 stop working.

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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Jason Graham is happy to help.