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Investment services in and around Myrtle Beach

Myrtle Beach, 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 option for you. State Farm agent Jay Jefferson is happy to help walk you through the details.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Jay Jefferson is happy to help you research your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Jay Jefferson can help you investigate your choices.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Jay Jefferson

Jay Jefferson

State Farm® Insurance Agent

CLU®
Office Address:
166 Co Op Road
Myrtle Beach, SC 29588-7375
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Let State Farm be your first choice for help with reaching your financial goals

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Simple Insights®

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.

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Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.