Investment services in and around Astoria
Navigate 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 choice for you. State Farm agent Tom Shannon is happy to help explain the specifics to you.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
There are details to think about before starting to save for education. These include amount to save, your comfort with risk, time left to save, and more. Agent Tom Shannon in Astoria, NY would love to help you explore 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 Tom Shannon can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Tom Shannon can help you as you review the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
Let Us Help You With Your Monetary Objectives
Tom Shannon
State Farm® Insurance AgentLooking for help reaching financial goals in the Astoria area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Money management strategies for the self-employed
Money management strategies for the self-employed
Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.
Simple Insights®
Money management strategies for the self-employed
Money management strategies for the self-employed
Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.