Investment services in and around Dunwoody
Navigate 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Mason Scott in Dunwoody, GA is here to help!
Investment Services
There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Mason Scott can help you decide which path may be right for you.
Education Savings Plans
Your agent Mason Scott can help walk you through the specifics of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Mason Scott is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Mason Scott is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Dunwoody
- Georgia
- Atlanta
- Metro Atlanta
- Fulton County
- Dekalb County
- North Georgia
- Cobb County
- Smyrna
- Marietta
- Decatur
- Inman Park
- Brookhaven
- Virginia Highlands
- Doraville
- Peachtree Corners
- Norcross
- Suwanee
- Alpharetta
- Roswell
- Sandy Springs
- Buckhead
- Chamblee
- Midtown
Mason Scott
State Farm® Insurance Agent
Dunwoody neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Estate planning: Understanding the basics
Estate planning: Understanding the basics
An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.
Changing jobs and moving your 401k
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.
Simple Insights®
Estate planning: Understanding the basics
Estate planning: Understanding the basics
An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.
Changing jobs and moving your 401k
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.