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
Aside from dreaming about your bucket list destinations and spending extended time with loved ones 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 pointers on saving for your future. State Farm agent Christie Kennett can help you determine which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
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 are gone. State Farm can help you make progress toward these goals.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance investigating specific options, registered agent Christie Kennett is happy to help.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
Christie Kennett
State Farm® Insurance Agent
Looking for help reaching financial goals in the San Francisco area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
Simple Insights®
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.