Investment services in and around Rocky Mount

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 Philip Thomas is happy to help walk you through the details.

Investment Services

If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are happy 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 amount to save, time left to save, time left before needing savings, and more. Agent Philip Thomas in Rocky Mount, NC would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

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

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Philip Thomas is happy to help.