Investment services in and around St Petersburg
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
There will most likely come a time when your next career advancement is retirement, but you can start taking the necessary steps for that day long before.
Investment Services
Are you looking to establish an emergency fund, plan for college expenses, or save for a new house? State Farm agents are available to help you know where to begin.
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for your child, yourself, or your spouse.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
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 goals, and more. For assistance exploring specific options, registered agent Cathy Shadwick is happy to help.
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 loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Cathy Shadwick is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
Cathy Shadwick
State Farm® Insurance Agent
St Petersburg neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
How to build credit
How to build credit
Understand how credit works and learn ways to build and improve your credit score.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
How to build credit
How to build credit
Understand how credit works and learn ways to build and improve your credit score.