Investment services in and around Lexington

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement later in life.

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, amount to save, your comfort with risk, and more. Agent Misty Stathos in Lexington, SC would love to help you investigate the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Misty Stathos is happy to help you investigate your options.

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 there are annual operation costs or administration fees, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Misty Stathos is happy to help you understand your options.