Investment services in and around South Daytona
State Farm Can Help With Your Financial Aspirations
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 fit for you. State Farm agent Kelsie Saskill is happy to help walk you through the specifics.
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 Kelsie Saskill to go through more specifics! Kelsie Saskill is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
As you sift through options and goals, including South Daytona State Farm agent Kelsie Saskill, can be a helpful resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Kelsie Saskill can help you as you examine the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Kelsie Saskill can help you understand your choices.
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Kelsie Saskill
State Farm® Insurance AgentDiscover how State Farm can help you reach your financial goals
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Simple Insights®
Building a special needs estate plan
Building a special needs estate plan
Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Simple Insights®
Building a special needs estate plan
Building a special needs estate plan
Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?