Investment services in and around Sanford
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
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 Corey Beard is happy to help explore the details with you.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Corey Beard to go through more specifics! Corey Beard is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Corey Beard can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
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 Corey Beard is happy to help you examine 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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Corey Beard is happy to help.
Let Us Help You With Your Monetary Objectives
Corey Beard
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.