Investment services in and around Sarasota
Explore 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
There will most likely come a time when your next career advancement is retirement, but you can start preparing for that day long before.
Investment Services
Are you looking to plan for college expenses, save for a new house, or establish an emergency fund? State Farm agents are available to help you know where to start.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you reach these goals.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income you need post-retirement.
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, how many employees you have, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Ric Coffey is happy to help you decipher your options.
You Have Financial Aspirations. Let Us Help!
Ric Coffey
State Farm® Insurance Agent
Sarasota neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.