Investment services in and around Atlanta
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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Atlanta, TX State Farm agent Kelli Ashbrook-Cummings can help you consider.
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 direction, there are different levels of support available to you. Contact agent Kelli Ashbrook-Cummings in Atlanta to learn more about how they can assist you.
Education Savings Plans
There are considerations to think about before starting to save for education. These include amount to save, time left to save, time left before needing savings, and more. Agent Kelli Ashbrook-Cummings in Atlanta, TX would love to help walk you through the options that may be right for you.
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
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Kelli Ashbrook-Cummings is happy to help you consider your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Kelli Ashbrook-Cummings can help you investigate your choices.
Let Us Help Champion Your Dreams And Goals
Kelli Ashbrook-Cummings
State Farm® Insurance Agent
Looking for help reaching financial goals in the Atlanta area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.