Investment services in and around Orlando
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement in the future.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing cash for expenses, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Susan Collins is happy to help you consider your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Susan Collins is happy to help you decipher your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Orlando
- Waterford Lakes
- UCF Area
- Avalon Park
- Winter Park
- Lake Nona
- Lee Vista
- Union Park
- Conway
- Oviedo
- Goldenrod
- Aloma
- Alafaya
- Winter Springs
- Central Florida
- Christmas
- Wedgefield
- Azaela Park
- Pine Hills
- Apopka
- Wideremere
- Belle Isle
- Ocoee
- Lake Mary
Susan Collins
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Orlando area
Start working toward your financial goals
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.