Investment services in and around Fort Lauderdale
Investigate 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
Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Kat Stevenson to go through more specifics! Kat Stevenson is happy to explore your timeline, your comfort with risk, flexibility, and more.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Kat Stevenson is happy to help you investigate your options.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Pompano Beach
- Wilton Manors
- Oakland Park
- Margate
- Coconut Creek
- Deerfield Beach
- Boca Raton
- Hillsboro Beach
- Coral Springs
- Parkland
- Tamarac
- Broward County
- Cooper City
- Plantation
- Lauderhill
- Weston
- Pembroke Pines
- Miramar
- Lighthouse Point
- Hollywood
- Davie
- Miami Gardens
- Miami-Dade County
- Miami
Kat Stevenson
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Fort Lauderdale area
Start working toward your financial goals
Simple Insights®
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Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
Simple Insights®
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.