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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Lisa Elkins-Reuter in San Rafael, CA is here to help!
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Lisa Elkins-Reuter may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your 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. It makes sense. 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
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help With Your Dreams And Goals
Lisa Elkins-Reuter
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Rafael area
Let's work toward your financial dreams
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.