Investment services in and around Farmington
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement down the road.
Investment Services
You can select between 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 Trudy Goldsmith to go through more specifics! Trudy Goldsmith is happy to review flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start developing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Trudy Goldsmith can help you as you investigate 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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Trudy Goldsmith is happy to help.
Let Us Help With Your Dreams And Goals
Trudy Goldsmith
State Farm® Insurance Agent
Looking for help reaching financial goals in the Farmington area?
Start working toward your financial goals
Simple Insights®
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
Simple Insights®
The dual income advantage: Money management for couples
The dual income advantage: Money management for couples
Helpful and practical money management methods and budgeting tips for couples.
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.