Investment services in and around Kenner

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 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 Dustin Braud is happy to help walk you through the details.

Investment Services

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

Education Savings Plans

Interested in ways to start saving for college? It may be time to contemplate available products and services for yourself, a friend, or your spouse.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

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 solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if loans are an option, and how many employees you have. Your local State Farm agent Dustin Braud is happy to help you decipher your options.