Investment services in and around Pensacola

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

There will most likely come a time when your next career decision is retirement, but you can start making preparations for that day long before.

Investment Services

There are options available for you if you'd like additional information on saving for your future. State Farm agent Brad Phelps can help you research which path may be right for you.

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

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 Brad Phelps is happy to help you consider your options.

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, how many employees you have, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Brad Phelps is happy to help you learn more about your options.