Investment services in and around Lafayette
Lafayette, 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 fit for you. State Farm agent Terry Wofford is happy to help walk you through the specifics.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start creating 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
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
Quality employees can make a huge impact in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
Terry Wofford
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a will and why do you need one?
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.