Investment services in and around Durant

Durant, 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 Greg Phillips is happy to help explore the details with 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

There are details to think about before starting to save for education. These include your comfort with risk, time left to save, flexibility, and more. Agent Greg Phillips in Durant, OK would love to help you explore the options that may be right for you.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Greg Phillips can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, how you want your contributions to be handled, your goals, and more. For assistance investigating specific options, registered agent Greg Phillips is happy to help.

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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Greg Phillips is happy to help.