Investment services in and around Sonoma

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

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 understand which may be right for you, State Farm agent Katie Chase in Sonoma, CA is here to help!

Investment Services

You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, time left before needing savings, time left to save, and more. Agent Katie Chase in Sonoma, CA would love to help you investigate the options that may be right for you.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you reach these 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. 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

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if there are annual operation costs or administration fees, and if employees and/or employers can contribute. Your local State Farm agent Katie Chase is happy to help you learn more about your options.