Investment services in and around Pace

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 Pace, FL State Farm agent Jessica Scallan can help you explore.

Investment Services

Are you looking to save for a new house, plan for college expenses, or invest for retirement? State Farm agents are available to help you know where to begin.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Jessica Scallan to go through more specifics! Jessica Scallan is happy to explore flexibility, your timeline, your comfort with risk, and more.

Estate Planning

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

Annuities

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

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 employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Jessica Scallan is happy to help you decipher your options.