Investment services in and around Sonoma
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 your bucket list destinations and the hobbies you'll finally have time for 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
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Katie Chase can help you explore which path may be right for you.
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.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.
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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance deciphering your options, your local State Farm agent Katie Chase is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Sonoma
- El Verano
- Glen Ellen
- Sonoma Valley
- Eldridge
- Boyes Hot Springs
- Buena Vista
- Napa
- Napa Valley
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.