Investment services in and around Johnson City

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Sheila Wandell in Johnson City, TN is here to help!

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, your comfort with risk, amount to save, and more. Agent Sheila Wandell in Johnson City, TN would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Sheila Wandell is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if loans are an option, and others. Your local registered agent Sheila Wandell can help you investigate your choices.