Investment services in and around Raleigh
Raleigh, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Matt Phillips in Raleigh, NC is here to help!
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Matt Phillips can help you select which path may be right for you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Matt Phillips is happy to help you research your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Matt Phillips is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
Matt Phillips
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Raleigh area
Let's work toward your financial dreams
Simple Insights®
Strategic small business start-up tips
Strategic small business start-up tips
Tips to help you remove some risk from starting your small business.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.