Investment services in and around Alexandria
Review 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 option for you. State Farm agent Sharon Eddy is happy to help explore the options with you.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Your agent Sharon Eddy can help walk you through the details of saving for college.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right option to create the stream of income you need post-retirement.
Business Retirement Plans
There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- VA
- MD
- Washington DC
- NoVA
- Alexandria, VA
- Arlington, VA
- Crystal City, VA
- Fairfax, VA
- Falls Church, VA
- Bethesda, MD
- Fredericksburg, VA
- Oxon Hill, MD
- Prince William Co VA
- Shirlington, VA
- Springfield, VA
- Tysons Corner, VA
- Vienna, VA
- Woodbridge, VA
- Washington Metro
- Northern Virginia
- Loudoun Co VA
- Montgomery Co MD
- Prince George Co MD
- NC
Sharon Eddy
State Farm® Insurance Agent
Alexandria neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Can you write a will without a lawyer?
Can you write a will without a lawyer?
Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Simple Insights®
Can you write a will without a lawyer?
Can you write a will without a lawyer?
Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.