Investment services in and around Sunrise

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 option for you. State Farm agent Fatima Poggi is happy to help explore the options with you.

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 guidance, there are different levels of support available to you. Contact agent Fatima Poggi in Sunrise to learn more about how they can assist you.

Education Savings Plans

Your agent Fatima Poggi can help walk you through the different elements of saving for college.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Fatima Poggi 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

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Fatima Poggi is happy to help you investigate your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Fatima Poggi can help you explore your choices.