Investment services in and around Alameda
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 Christie Kennett is happy to help talk you through the specifics.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Your agent Christie Kennett can help walk you through the details of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
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 persist after you stop working.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Christie Kennett is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Bay Area
- San Francisco
- Marin County
- Contra Costa County
- Hayward
- San Leandro
- Oakland
- Berkeley
- Sacramento
- Emeryville
Christie Kennett
State Farm® Insurance Agent
Looking for help reaching financial goals in the Alameda area?
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