Investment services in and around Cumming
Review your financial goals and plans with State Farm
Contact Agent RustyState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Cumming, GA State Farm agent Rusty Smith can help you investigate.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Rusty Smith can help you select which path may be right for you.
Education savings plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Legacy planning
As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you reach these goals.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Rusty Smith can help you as you review the specifics.
Business retirement plans
State Farm has various retirement savings alternatives for both business owners and their employees.
Let us help you with your monetary objectives
State Farm agent Rusty Smith offers Investments services in:
- Cumming
- Dawsonville
- Canton
- Gainesville
- Alpharetta
- Sugar Hill
- Suwanee
- Buford
- Roswell
- Norcross
- Milton
State Farm agent Rusty Smith offers Investments services in:
- Cumming
- Dawsonville
- Canton
- Gainesville
- Alpharetta
- Sugar Hill
- Suwanee
- Buford
- Roswell
- Norcross
- Milton
Location
214 Canton RoadSuite A
Cumming, GA 30040
Looking for help reaching financial goals in the Cumming area?
Let's work toward your financial dreams
Contact Agent RustyInsurance and Financial products offered
Simple Insights®
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
How much money do you need to retire?
How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.