Investment services in and around Lake Oswego
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 choice for you. State Farm agent David Shin is happy to help explore the specifics with you.
Investment Services
Are you looking to plan for college expenses, save for a new house, or establish an emergency fund? State Farm agents are ready to help you know where to start.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing cash for expenses, and more.
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 extend after you retire.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Lake Oswego
- Oregon City
- Tualatin
- Tigard
- Beaverton
- Portland
- Hillsboro
- Newberg
- Sherwood
- West Linn
- Happy Valley
- Gladstone
- Wilsonville
- Aloha
- Bend
- Redmond
- Forest Grove
A great choice for help reaching financial goals in the Lake Oswego area
Start working toward your financial goals
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.