Investment services in and around Oxford

Oxford, Choose State Farm For Help With Your Financial Goals

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 fit for you. State Farm agent Anthony Fleming is happy to help explore the specifics with you.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Anthony Fleming can help you decide which path may be right for you.

Education Savings Plans

Your agent Anthony Fleming can help walk you through the various options of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

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

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, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Anthony Fleming can help you understand your choices.