Investment services in and around San Rafael

Review 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

One practical way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, time left before needing savings, time left to save, and more. Agent Lisa Elkins-Reuter in San Rafael, 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 Rafael State Farm agent Lisa Elkins-Reuter, can be a helpful asset 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

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Lisa Elkins-Reuter can help you as you review the specifics.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance examining your options, your local State Farm agent Lisa Elkins-Reuter is happy to help.