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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Catherine Riedstra is happy to help talk you through the details.
Investment Services
Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are prepared to help you know where to start.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing cash for expenses, and more.
Annuities
Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income that's right for your post-retirement.
Business Retirement Plans
Quality employees can make a big impact in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- San Luis Obispo
- Central Coast
- Santa Margarita
- Atascadero
- Paso Robles
- Templeton
- Creston
- Pozo
- Avila Beach
- Shell Beach
- Pismo Beach
- Grover Beach
- Oceano
- Arroyo Grande
- Huasna
- Nipomo
- Santa Maria
- Lompoc
- Guadalupe
- California
- Nevada
- Arizona
- Oregon
Catherine Riedstra
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
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.
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
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.