Investment services in and around Lumberton

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.

Investment Services

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

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Clay Hamilton to go through more specifics! Clay Hamilton is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if loans are an option, and others. Your local registered agent Clay Hamilton can help you research your choices.