Investment services in and around San Luis Obispo

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

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 Catherine Riedstra in San Luis Obispo, CA is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin constructing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

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 choice to create the stream of income you need 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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Catherine Riedstra is happy to help.