Investment services in and around Oxford
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 prep today to enjoy retirement in the future.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Anthony Fleming in Oxford to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Anthony Fleming to go through more specifics! Anthony Fleming is happy to discuss your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Anthony Fleming is happy to help you explore your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
You Have Financial Aspirations. Let Us Help!
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Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.