Investment services in and around Mystic
Mystic, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Jody Jordan in Mystic, CT is here to help!
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
Interested in how to begin saving for higher education? It may be time to consider available products and services for yourself, a friend, or your spouse.
Estate Planning
Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Jody Jordan is happy to help you research your options.
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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Jody Jordan is happy to help.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the Mystic area
Start working toward your financial goals
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.