Investment services in and around Pensacola
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 option for you. State Farm agent John Shaffer is happy to help talk you through the specifics.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are specifics to think about before starting to save for education. These include your comfort with risk, flexibility, time left to save, and more. Agent John Shaffer in Pensacola, FL would love to help you explore the options that may be right for you.
Estate Planning
When trying to prepare for your future, State Farm agent John Shaffer may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent John Shaffer is happy to help you examine 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, how many employees you have, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent John Shaffer is happy to help you understand your options.
Let Us Help You With Your Monetary Objectives
John Shaffer
State Farm® Insurance AgentDiscover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Personal net worth
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Simple Insights®
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.