Investment services in and around Monterey
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
Today is a good day to start getting ready for retirement, whether you're entering the job world or you've been working for some time.
Investment Services
If retirement, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
There's no better time than the present to start saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be your child, a friend, or your spouse, as they pursue higher education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.
Let Us Help You Reach Your Dreams And Goals
Jim Rinehart
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.