Investment services in and around Palo Alto
Palo Alto, Choose State Farm For Help With Your Financial Goals
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 Palo Alto, CA State Farm agent Candice Kistner can help you investigate.
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Candice Kistner can help walk you through the specifics of saving for college.
Estate Planning
As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after your death. State Farm can help you work toward these goals.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Candice Kistner can help you as you consider the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, if loans are an option, and others. Your local registered agent Candice Kistner can help you investigate your choices.
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Simple Insights®
Hidden costs of buying a home
Hidden costs of buying a home
Are you planning to buy a home? Look out for hidden costs to avoid surprises in your budget.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.