Investment services in and around Myrtle Beach
Review your financial goals and plans with State Farm
Contact Agent JayState 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 fit for you. State Farm agent Jay Jefferson is happy to help explore the specifics with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education savings plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Legacy planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Jay Jefferson can help you as you review the specifics.
Business retirement plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance understanding your options, your local State Farm agent Jay Jefferson is happy to help.
You have financial aspirations. Let us help!
Location
166 Co Op RoadMyrtle Beach, SC 29588-7375
Looking for help reaching financial goals in the Myrtle Beach area?
Take steps toward meeting your monetary objectives, intentionally
Contact Agent JayInsurance and Financial products offered
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