Investment services in and around Sault Ste Marie

Review 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 option for you. State Farm agent Kristi Harwood-Causley is happy to help explain the details to you.

Investment Services

There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Kristi Harwood-Causley can help you explore which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Kristi Harwood-Causley to go through more specifics! Kristi Harwood-Causley is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.