Investment services in and around Farmington

Navigate 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Farmington, NM State Farm agent Trudy Goldsmith can help you get to know.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Trudy Goldsmith in Farmington to learn more about how they can assist you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, 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 Trudy Goldsmith is happy to help you consider your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Trudy Goldsmith can help you explore your choices.