Investment services in and around Pensacola

Explore 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

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 Brad Phelps is happy to help walk you through the specifics.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

Your agent Brad Phelps can help walk you through the details of saving for college.

Estate Planning

As you sift through options and goals, including Pensacola State Farm agent Brad Phelps, can be a worthwhile source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Brad Phelps can help you as you explore the specifics.

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, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Brad Phelps is happy to help you examine your options.