Investment services in and around Lexington
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
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 explore which may be right for you, State Farm agent Shawn McIlravy in Lexington, SC is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, your goals, when you want your income payout to begin, and more. For assistance researching specific options, registered agent Shawn McIlravy 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, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Shawn McIlravy can help you research your choices.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the Lexington area
Let's work toward your financial dreams
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.