Investment services in and around Shallotte
Shallotte, Choose State Farm For Help With Your Financial Goals
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 move is retirement, but you can start taking the necessary steps for that day long before.
Investment Services
There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Kristin Dowdy can help you select 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 Kristin Dowdy to go through more specifics! Kristin Dowdy is happy to discuss your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing income to family members upon owner's 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 your goals, your stage of life, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Kristin Dowdy is happy to help.
Business Retirement Plans
State Farm has various retirement savings alternatives for both business owners and their employees.
Let Us Help Assist With Your Dreams And Goals
Kristin Dowdy
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
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®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
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.