Investment services in and around Brandon
Investigate 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 choice for you. State Farm agent Phillip Pace is happy to help explore the options with you.
Investment Services
There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Phillip Pace can help you determine 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 Phillip Pace to go through more specifics! Phillip Pace is happy to discuss flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance researching specific options, registered agent Phillip Pace is happy to help.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Phillip Pace
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.