Investment services in and around Lithia
Review your financial goals and plans with State Farm
Contact Agent MelissaState 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 Lithia, FL State Farm agent Melissa Snively can help you understand.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Melissa Snively in Lithia to learn more about how they can assist you.
Education savings plans
Interested in ways to start saving for college? It may be time to contemplate available products and services for your child, your spouse, or yourself.
Legacy planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Melissa Snively can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance investigating specific options, registered agent Melissa Snively is happy to help.
Business retirement plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let us help aid your dreams and goals
Location
16209 FishHawk BoulevardLithia, FL 33547
A great choice for help reaching financial goals in the Lithia area
Let's work toward your financial dreams
Contact Agent MelissaInsurance and Financial products offered
Simple Insights®
Build an emergency fund
Having extra cash in an emergency fund comes in handy when life throws you something unexpected.
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
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.
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.