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
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 Timothy Sawyer is happy to help explain the specifics to you.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Timothy Sawyer is happy to help you examine your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
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?
Start working toward your financial goals
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.