Investment services in and around San Rafael
San Rafael, Choose State Farm For Help With Your Financial Goals
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 fit for you. State Farm agent Lisa Elkins-Reuter is happy to help walk you through the details.
Investment Services
There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Lisa Elkins-Reuter can help you explore which path may be right for you.
Education Savings Plans
There are details to think about before starting to save for education. These include your comfort with risk, time left to save, time left before needing savings, and more. Agent Lisa Elkins-Reuter in San Rafael, CA would love to help you investigate the options that may be right for you.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't end 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 works for you and your goals post-retirement.
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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Lisa Elkins-Reuter is happy to help.
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Lisa Elkins-Reuter
State Farm® Insurance Agent
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Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.