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Investment services in and around Brunswick

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

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 Mason Graham is happy to help walk you through the details.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Mason Graham can help you research which path may be right for you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

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

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Mason Graham is happy to help you explore your options.

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, if loans are an option, and others. Your local registered agent Mason Graham can help you investigate your choices.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Glynn County
  • Brunswick
  • Golden Isles
  • Country Club Estates
  • Windward Acres
  • St. Simons Island
  • Waverly
  • Jekyll Island
  • Downtown Brunswick
Profile photo of a State Farm Agent named: Mason Graham

Mason Graham

State Farm® Insurance Agent
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Office Address:
1608 Gloucester Street
Brunswick, GA 31520-7145
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Simple Insights®

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.

Items to discuss before meeting with an attorney

Things to consider before meeting with an attorney to prepare a will or trust and questions you may want to ask.

Simple Insights®

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.

Items to discuss before meeting with an attorney

Things to consider before meeting with an attorney to prepare a will or trust and questions you may want to ask.