Investment services in and around Metairie

Navigate 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 fit for you. State Farm agent Amy Falcon is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Amy Falcon in Metairie to learn more about how they can assist you.

Education Savings Plans

Your agent Amy Falcon can help walk you through the details of saving for college.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you retire.

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, if loans are an option, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Amy Falcon is happy to help you decipher your options.