Investment services in and around Shelby

Shelby, 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

One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Your State Farm agent can help you with a variety of things like defining 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 time left to save, flexibility, time left before needing savings, and more. Agent Katie Hallberg in Shelby, NC would love to help walk you through 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 valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, your goals, and more. For assistance reviewing specific options, registered agent Katie Hallberg is happy to help.

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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance examining your options, your local State Farm agent Katie Hallberg is happy to help.