Investment services in and around San Diego
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 Kevin Beach is happy to help explore the options with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
Your agent Kevin Beach can help walk you through the particulars of saving for college.
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
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Kevin Beach is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- San Diego
- Rancho Santa Fe
- Encinitas
- Carlsbad
- Chula Vista
- Orange County
- Yuma
- Arizona
- Nevada
- Scottsdale
- Las Vegas
- Phoenix
- Los Angeles
- Henderson
- La Mesa
- Mission Valley
- North County
- East County
- South County
- El Cajon
A great choice for help reaching financial goals in the San Diego area
Let's work toward your financial dreams
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Build an emergency fund
Build an emergency fund
Having extra cash in an emergency fund comes in handy when life throws you something unexpected.