Investment services in and around Oakhurst

Oakhurst, 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Oakhurst, CA State Farm agent Marilyn Rigg can help you get to know.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Marilyn Rigg in Oakhurst to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, flexibility, time left to save, and more. Agent Marilyn Rigg in Oakhurst, CA would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Marilyn Rigg is happy to help.