Investment services in and around Monroe

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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Tausha S Sanders is happy to help walk you through the details.

Investment Services

If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

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

Estate Planning

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

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Tausha S Sanders is happy to help you explore your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Tausha S Sanders can help you understand your choices.