Investment services in and around Cape Coral
Navigate 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
Today is a good day to start getting ready for retirement, whether you're just joining the workforce or you've been working for some time.
Investment Services
If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
Now is the time to begin saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, your spouse, or yourself, as they pursue higher education.
Estate Planning
As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you work toward these 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 carry over after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help You With Your Monetary Objectives
Christy McIntyre
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Will you have enough saved by retirement age?
Will you have enough saved by retirement age?
Have you thought about your retirement income needs? Here are some things to consider from State Farm to help you put together your plan for retirement saving.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
Will you have enough saved by retirement age?
Will you have enough saved by retirement age?
Have you thought about your retirement income needs? Here are some things to consider from State Farm to help you put together your plan for retirement saving.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.