Investment services in and around San Mateo
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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Mateo, CA State Farm agent Wilson Ku can help you get to know.
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 considerations to think about before starting to save for education. These include your comfort with risk, flexibility, time left before needing savings, and more. Agent Wilson Ku in San Mateo, CA would love to help walk you through the options that may be right for you.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that extend after you stop working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Wilson Ku can help you understand your choices.
Let Us Help You With Your Monetary Objectives
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Simple Insights®
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.