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Investment services in and around Clanton

Review 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

Now is the time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are available to help educate and work with you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin saving now 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 income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, 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 reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

State Farm has numerous retirement savings possibilities for both business owners and their employees.

Let Us Help Assist With Your Dreams And Goals

Profile photo of a State Farm Agent named: Mandi Fortner

Mandi Fortner

State Farm® Insurance Agent

Office Address:
1707 7th Street N
Clanton, AL 35045-2142
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

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.

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.