Investment services in and around Sandy Springs
Sandy Springs, 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
One potential way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Philip Cohn in Sandy Springs to learn more about how they can assist you.
Education Savings Plans
Your agent Philip Cohn can help walk you through the details of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing cash for expenses, providing for the disposition of a business at death, and more.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Philip Cohn can help you as you investigate the specifics.
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 Philip Cohn is happy to help.
You Have Financial Aspirations. Let Us Help!
Philip Cohn
State Farm® Insurance Agent
Looking for help reaching financial goals in the Sandy Springs area?
Let's work toward your financial dreams
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.