Investment services in and around Shelby

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 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 Shelby, NC State Farm agent Katie Hallberg can help you consider.

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, your comfort with risk, time left before needing savings, and more. Agent Katie Hallberg in Shelby, NC would love to help you explore the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Katie Hallberg may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet 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 Katie Hallberg is happy to help you investigate your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Katie Hallberg is happy to help you decipher your options.