Investment services in and around Santa Teresa

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 choice for you. State Farm agent Sunny Shields is happy to help talk you through the specifics.

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

If you think saving for education is exactly what you're looking for, get in touch with agent Sunny Shields to go through more specifics! Sunny Shields is happy to review flexibility, your comfort with risk, your timeline, and more.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start creating 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

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Sunny Shields can help you as you consider the specifics.