Investment services in and around San Francisco

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Francisco, CA State Farm agent Christie Kennett can help you understand.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are details to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent Christie Kennett in San Francisco, CA would love to help you explore the options that may be right for you.

Estate Planning

As you sift through options and goals, including San Francisco State Farm agent Christie Kennett, can be a beneficial resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, your stage of life, how you want your contributions to be handled, and more. For assistance researching specific options, registered agent Christie Kennett is happy to help.

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, if loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Christie Kennett is happy to help you learn more about your options.