Investment services in and around Waxhaw
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 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 choice for you. State Farm agent Staci Howell is happy to help walk you through the specifics.
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
There are specifics to think about before starting to save for education. These include flexibility, amount to save, your comfort with risk, and more. Agent Staci Howell in Waxhaw, NC would love to help you explore the options that may be right for you.
Estate Planning
As you sift through options and goals, including Waxhaw State Farm agent Staci Howell, can be a helpful asset to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Staci Howell is happy to help you examine your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Staci Howell can help you investigate your choices.
Let Us Help You Accomplish Your Dreams And Goals
We also offer Investments services in:- Waxhaw
- Union County
- Weddington
- Sun City
- Lancaster
- Indian Land
- Wesley Chapel
- York County
- South Charlotte
Staci Howell
State Farm® Insurance Agent
Looking for help reaching financial goals in the Waxhaw area?
Let's work toward your financial dreams
Simple Insights®
How to reach your retirement goals
How to reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
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.
Simple Insights®
How to reach your retirement goals
How to reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
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.