Investment services in and around San Luis Obispo
Investigate Your Financial Goals And Plans With State Farm
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 explain the details to you.
Investment Services
If college expenses, a new home, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
Your agent Catherine Riedstra can help walk you through the specifics of saving for college.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Catherine Riedstra can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Catherine Riedstra can help you research your choices.
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
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to use the 50/30/20 budget rule
How to use the 50/30/20 budget rule
Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.