Investment services in and around Marietta

State Farm Can Help With Your Financial Aspirations

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 Marietta, GA State Farm agent Rick Mottern can help you get to know.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Rick Mottern to go through more specifics! Rick Mottern is happy to discuss flexibility, your comfort with risk, your timeline, and more.

Estate Planning

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

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right way to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Rick Mottern can help you study your choices.