Investment services in and around Sumter
Investigate 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
Today is a good day to start prepping for retirement, whether you're just starting a career or you've been working for some time.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
There are specifics to think about before starting to save for education. These include your comfort with risk, time left to save, amount to save, and more. Agent Leah Barwick in Sumter, SC would love to help you explore the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, your goals, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Leah Barwick is happy to help.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Leah Barwick is happy to help you decipher your options.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Sumter County
- Mulberry
- Wedgefield
- Cane Savannah
- Pinewood
- Dalzell
- Paxville
- Alcolu
- Turbeville
- Lakewood
- South Sumter
- East Sumter
- Oswego
- Mayesville
- Millwood
- Paisley Park
- Winter Park
- Patriot Park
- Sumter High
- Summerton
- Rimini
- Sumter
- Liberty St
- Shaw Air Force Base
Leah Barwick
State Farm® Insurance Agent
Looking for help reaching financial goals in the Sumter area?
Start working toward your financial goals
Simple Insights®
When should I update my estate plan?
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.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Simple Insights®
When should I update my estate plan?
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.
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.