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Investment services in and around Atlanta

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One potential way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Kelli Ashbrook-Cummings can help you select which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, your comfort with risk, time left to save, 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

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 how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Kelli Ashbrook-Cummings is happy to help.

Business Retirement Plans

State Farm has various retirement savings choices for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Kelli Ashbrook-Cummings

Kelli Ashbrook-Cummings

State Farm® Insurance Agent
Office Address:
510 N Highway 59
Atlanta, TX 75551
Map & Directions

A great choice for help reaching financial goals in the Atlanta area

Let's work toward your financial dreams

Simple Insights®

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.

Simple Insights®

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

Life insurance vs annuities

Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.