Investment services in and around Sacramento
Sacramento, 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
Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another feasible 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 finances, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Peter Schiro in Sacramento to learn more about how they can assist you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing for the disposition of a business at death, and more.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Peter Schiro can help you as you research the specifics.
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 employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Peter Schiro is happy to help you decipher your options.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the Sacramento area
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Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
What to consider before refinancing your home
What to consider before refinancing your home
Refinancing a home or mortgage has associated costs that can add up. Factors to consider about refinancing include loan amount, property location and more.