Investment services in and around Chandler
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 Anna Swearingen is happy to help explain the specifics to you.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Anna Swearingen in Chandler to learn more about how they can assist you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, time left before needing savings, your comfort with risk, and more. Agent Anna Swearingen in Chandler, AZ would love to help you investigate the options that may be right for you.
Estate Planning
As you sift through options and goals, including Chandler State Farm agent Anna Swearingen, can be a valuable asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
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 Anna Swearingen is happy to help you explore your options.
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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Anna Swearingen is happy to help.
Let Us Help You Fulfill Your Dreams And Goals
Anna Swearingen
State Farm® Insurance Agent
Looking for help reaching financial goals in the Chandler area?
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Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.