Investment services in and around Pensacola

Pensacola, 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 choice for you. State Farm agent John Shaffer is happy to help explain the details to you.

Investment Services

If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are prepared who can help you invest for the future.

Education Savings Plans

There are considerations to think about before starting to save for education. These include your comfort with risk, amount to save, time left before needing savings, and more. Agent John Shaffer in Pensacola, FL would love to help you investigate the options that may be right for you.

Estate Planning

As you sift through options and goals, including Pensacola State Farm agent John Shaffer, can be a useful source to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

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 John Shaffer is happy to help you investigate your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent John Shaffer is happy to help.