Investment services in and around San Dimas

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 fit for you. State Farm agent Jason Cortez is happy to help explore the details with you.

Investment Services

There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Jason Cortez can help you decide which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Jason Cortez to go through more specifics! Jason Cortez is happy to review your comfort with risk, flexibility, your timeline, and more.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Jason Cortez is happy to help you investigate your options.