Investment services in and around Virginia Beach
Virginia Beach, 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
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 Brett Pendergast is happy to help walk you through the details.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Brett Pendergast in Virginia Beach to learn more about how they can assist you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include your comfort with risk, time left to save, flexibility, and more. Agent Brett Pendergast in Virginia Beach, VA would love to help you explore the options that may be right for you.
Estate Planning
As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you reach these goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Brett Pendergast is happy to help you explore your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
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Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Building an emergency fund: Calculate how much to save
Building an emergency fund: Calculate how much to save
Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.