Investment services in and around Union City
State Farm Can Help With Your Financial Aspirations
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 Phyllis Edwards is happy to help walk you through the details.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
There are details to think about before starting to save for education. These include time left before needing savings, time left to save, flexibility, and more. Agent Phyllis Edwards in Union City, TN would love to help you investigate the options that may be right for you.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Phyllis Edwards can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance reviewing specific options, registered agent Phyllis Edwards is happy to help.
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 loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Phyllis Edwards is happy to help you decipher your options.
Let Us Help You Achieve Your Dreams And Goals
We also offer Investments services in:- Obion County
- West Tennessee
- Western Kentucky
- Middle Tennessee
Phyllis Edwards
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
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Simple Insights®
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.