Investment services in and around New Bern
New Bern, 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
Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Timothy Sawyer can help you determine which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Timothy Sawyer to go through more specifics! Timothy Sawyer is happy to review flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Timothy Sawyer can help you as you investigate the specifics.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent Timothy Sawyer is happy to help.
Let Us Help You With Your Monetary Objectives
Timothy Sawyer
State Farm® Insurance Agent
Looking for help reaching financial goals in the New Bern area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Life insurance vs annuities
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 to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Life insurance vs annuities
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.