Investment services in and around San Luis Obispo
San Luis Obispo, 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 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 choice for you. State Farm agent Catherine Riedstra is happy to help explore the options with you.
Investment Services
Are you looking to invest for retirement, save for a new house, or plan for college expenses? State Farm agents are prepped to help you know where to start.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
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 quit working.
Business Retirement Plans
State Farm has various retirement savings possibilities for both business owners and their employees.
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
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.