Investment services in and around Knoxville
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
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 option for you. State Farm agent Marcie Ellison is happy to help explain the specifics to you.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Marcie Ellison in Knoxville to learn more about how they can assist you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, flexibility, time left to save, and more. Agent Marcie Ellison in Knoxville, TN would love to help walk you through the options that may be right for you.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Marcie Ellison can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Marcie Ellison is happy to help you investigate your options.
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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Marcie Ellison is happy to help.
You Have Financial Aspirations. Let Us Help!
Marcie Ellison
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
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Simple Insights®
Building a special needs estate plan
Building a special needs estate plan
Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.
Simple Insights®
Building a special needs estate plan
Building a special needs estate plan
Setting up a special needs plan for a child or adult is critical. Consider a special needs lawyer to ensure protection and thoroughness of your plan.
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.