Investment services in and around Fairbanks
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
Today is a good day to start preparing for retirement, whether you're newly employed or you've been working for some time.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jim Kelly to go through more specifics! Jim Kelly is happy to discuss your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't end 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 option 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 how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Jim Kelly can help you understand your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Fairbanks
- College
- Wasilla
- Anchorage
- Sterling
- Kenai
- Soldotna
- Homer
A great choice for help reaching financial goals in the Fairbanks area
Start working toward your financial goals
Simple Insights®
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?