Investment services in and around Lumberton

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 Clay Hamilton is happy to help explain the details to you.

Investment Services

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

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent Clay Hamilton may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

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, how many employees you have, and if loans are an option. Your local State Farm agent Clay Hamilton is happy to help you examine your options.