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Investment services in and around Montgomery

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

Today is a good day to start preparing for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

Are you looking to plan for college expenses, save for a new house, or invest for retirement? State Farm agents are ready to help you know where to start.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, your spouse, or your child.

Estate Planning

When trying to prepare for your future, State Farm agent Jan Carpenter may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Jan Carpenter can help you investigate your choices.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Montgomery
  • Prattville
  • Millbrook
  • Wetumpka
  • Shorter
  • Hope Hull
  • Greenville
  • Fort Deposit
  • Birmingham
  • Clanton
Profile photo of a State Farm Agent named: Jan Carpenter

Jan Carpenter

State Farm® Insurance Agent

CPCU® ChFC®
Office Address:
3025 Zelda Rd
Montgomery, AL 36106-2651
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

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.

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.