Investment services in and around Mystic

Investigate 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 later in life.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left before needing savings, time left to save, and more. Agent Jody Jordan in Mystic, CT would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Jody Jordan can help you as you review 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 there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Jody Jordan is happy to help you examine your options.