Investment services in and around Sonoma
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
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 option for you. State Farm agent Katie Chase is happy to help talk you through the specifics.
Investment Services
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Katie Chase can help you determine which path may be right for you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance exploring specific options, registered agent Katie Chase is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings possibilities for both business owners and their employees.
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
Katie Chase
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.