Investment services in and around Loxley
Loxley, Choose State Farm For Help With Your Financial Goals
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 Ashleigh Mooney is happy to help talk you through the details.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
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 researching specific options, registered agent Ashleigh Mooney is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let Us Help You With Your Monetary Objectives
Ashleigh Mooney
State Farm® Insurance Agent
Looking for help reaching financial goals in the Loxley area?
Start working toward your financial goals
Simple Insights®
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Simple Insights®
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.