Investment services in and around Lafayette
Review 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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Lafayette, LA State Farm agent Terry Wofford can help you understand.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
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 for the disposition of a business at death, providing income to family members, providing for a special needs individual, and more.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you stop working.
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, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Terry Wofford is happy to help.
Let Us Help You Fulfill Your Dreams And Goals
Terry Wofford
State Farm® Insurance Agent
Lafayette neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
What is an immediate annuity and is it right for you?
What is an immediate annuity and is it right for you?
An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.