Investment services in and around Lakewood

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

Aside from dreaming about your bucket list destinations and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Sheri Hodson in Lakewood to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, flexibility, time left before needing savings, and more. Agent Sheri Hodson in Lakewood, WA would love to help walk you through the options that may be right for you.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Sheri Hodson is happy to help you research your options.