Investment services in and around Monroe
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
Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.
Investment Services
If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
There's no better time than the present to start saving for college. You can start investing for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, yourself, or a friend, as they pursue higher education.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start mapping out steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and retaining employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Monroe
- West Monroe
- Sterlington
- Bastrop
- Choudrant
- Calhoun
- Farmerville
Peggy Sullivan
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.