Investment services in and around Sonoma
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
One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
Your agent Katie Chase can help walk you through the various options of saving for college.
Estate Planning
When trying to prepare for your future, State Farm agent Katie Chase may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Katie Chase can help you as you explore the specifics.
Business Retirement Plans
State Farm has various retirement savings alternatives for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Sonoma
- El Verano
- Glen Ellen
- Sonoma Valley
- Eldridge
- Boyes Hot Springs
- Buena Vista
- Napa
- Napa Valley
Katie Chase
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?