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Investment services in and around Live Oak

Explore your financial goals and plans with State Farm

Contact Agent Derek

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 prepping for retirement, whether you're entering the job world or you've been working for some time.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.

Education savings plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Legacy planning

Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you stop working.

Business retirement plans

Quality employees can make a huge difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.

Let us help you with your monetary objectives

State Farm agent Derek Loadholtz offers Investments services in:

  • Live Oak
  • Suwannee County
  • Layfayette County
  • Hamilton County
  • Columbia County
  • Lake City
  • Jasper
  • McAlpin
  • Branford
  • Mayo
  • Jennings
  • O'Brien
  • Madison County
  • White Springs
A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.

State Farm agent Derek Loadholtz offers Investments services in:

  • Live Oak
  • Suwannee County
  • Layfayette County
  • Hamilton County
  • Columbia County
  • Lake City
  • Jasper
  • McAlpin
  • Branford
  • Mayo
  • Jennings
  • O'Brien
  • Madison County
  • White Springs
Profile photo of a State Farm Agent named: Derek Loadholtz

Derek Loadholtz

State Farm® Insurance Agent

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Location

1562 South Ohio Avenue
Live Oak, FL 32064-4514
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A great choice for help reaching financial goals in the Live Oak area

Take steps toward meeting your monetary objectives, intentionally

Contact Agent Derek

Insurance and Financial products offered

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

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