Investment services in and around Santee
Navigate 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
Today is a good day to start getting ready for retirement, whether you're newly employed or you've been working for some time.
Investment Services
Are you looking to plan for college expenses, invest for retirement, or set up an IRA? State Farm agents are ready to help you know where to start.
Education Savings Plans
There's no better time than the present to start saving for college. You can start setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, your spouse, or yourself, as they pursue higher education.
Estate Planning
As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.
Annuities
Basic expenses and bills don't cease 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 solution to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help You With Your Monetary Objectives
James Cassady
State Farm® Insurance Agent