Investment services in and around Lorton

Explore 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Casey Whitmarsh in Lorton, VA is here to help!

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, time left to save, your comfort with risk, and more. Agent Casey Whitmarsh in Lorton, VA would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.

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, how many employees you have, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Casey Whitmarsh is happy to help you decipher your options.