Investment services in and around Astoria
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
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 Tom Shannon is happy to help talk you through the details.
Investment Services
There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Tom Shannon can help you determine which path may be right for you.
Education Savings Plans
Your agent Tom Shannon can help walk you through the various options of saving for college.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you retire.
Business Retirement Plans
State Farm has multiple retirement savings choices for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
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Simple Insights®
Calculate spending and see the benefits of spending less
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?