Investment services in and around Oak Ridge
Oak Ridge, 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 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 Oak Ridge, TN State Farm agent Stephanie Hale-Smith can help you investigate.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Stephanie Hale-Smith in Oak Ridge to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't stop 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 you need post-retirement.
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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Stephanie Hale-Smith is happy to help.
You Have Financial Aspirations. Let Us Help!
Stephanie Hale-Smith
State Farm® Insurance Agent
Looking for help reaching financial goals in the Oak Ridge area?
Start working toward your financial goals
Simple Insights®
Using indexes to measure stock market performance
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.
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.