Investment services in and around Philadelphia
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 explore which may be right for you, State Farm agent Erica Bantom Martin in Philadelphia, PA is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to contemplate available products and services for your child, your spouse, or a friend.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, 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 how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Erica Bantom Martin is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings options for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- 19122
- 19104
- 19085
- 19131
- 19141
- 08028
- 19146
- 19147
- 19148
- 19145
- 19153
- 19023
- 19142
- 19038
Erica Bantom Martin
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Philadelphia area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.