Investment services in and around South Daytona

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 option for you. State Farm agent Kelsie Saskill is happy to help walk you through the details.

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or save for a new house? State Farm agents are available to help you know where to begin.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left before needing savings, time left to save, your comfort with risk, and more. Agent Kelsie Saskill in South Daytona, FL would love to help walk you through the options that may be right for you.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance considering specific options, registered agent Kelsie Saskill is happy to help.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.