Investment services in and around Lake Charles
State Farm Can Help With Your Financial Aspirations
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 understand which may be right for you, State Farm agent Curt Beckham in Lake Charles, LA is here to help!
Investment Services
There are options available for you if you'd like additional information on preparing for your future. State Farm agent Curt Beckham can help you determine which path may be right for you.
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.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, if loans are an option, how many people you employ, and others. Your local registered agent Curt Beckham can help you understand your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Lake Charles
- Sulphur
- Moss Bluff
- Westlake
- Iowa
- Ragley
- Cameron
- Calcasieu Parish
- DeRidder
- Jennings
- Kinder
- Lafayette
- Baton Rouge
- Alexandria
- Shreveport
A great choice for help reaching financial goals in the Lake Charles area
Let's work toward your financial dreams
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Pension lump sum considerations
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.