Investment services in and around San Diego

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

Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent Kevin Kane in San Diego, CA would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Kevin Kane is happy to help you consider your options.

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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Kevin Kane is happy to help.