Investment services in and around Sunrise
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
There will most likely come a time when your next career move is to retire, but you can start prepping for that day long before.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
Your agent Fatima Poggi can help walk you through the particulars of saving for college.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Fatima Poggi is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
Fatima Poggi
State Farm® Insurance Agent
Looking for help reaching financial goals in the Sunrise area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.