Investment services in and around San Diego

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement later in life.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Eric Smith in San Diego to learn more about how they can assist you.

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 down the road for furthering education.

Estate Planning

Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing income to family members, and more.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your stage of life, and more. For assistance reviewing specific options, registered agent Eric Smith is happy to help.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.