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

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 Luis Obispo, CA State Farm agent Todd Thomas can help you consider.

Investment Services

Are you looking to establish an emergency fund, save for a new house, or invest for retirement? State Farm agents are ready to help you know where to begin.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, your comfort with risk, time left before needing savings, and more. Agent Todd Thomas in San Luis Obispo, CA would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

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 work for you. Your local registered agent Todd Thomas can help you as you examine the specifics.

Business Retirement Plans

There is much to ponder 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 retaining employees.