Investment services in and around Lake Oswego
Explore 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
Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include your comfort with risk, amount to save, flexibility, and more. Agent David Shin in Lake Oswego, OR would love to help walk you through the options that may be right for you.
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 David Shin can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are finished working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
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
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
Simple Insights®
Start out strong with 4 financial priorities for young adults
Start out strong with 4 financial priorities for young adults
Debt and little savings can stand in the way of financial success. Read about financial priorities so you can start out strong.
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.