Investment services in and around Shelby

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

Now is the time to start preparing for retirement.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

Education Savings Plans

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

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, how you want your contributions to be handled, and more. For assistance considering 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, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Katie Hallberg is happy to help.