Investment services in and around Shoreline

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Wendi Valles in Shoreline, WA is here to help!

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Wendi Valles can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Wendi Valles can help you as you investigate the specifics.

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 deciphering your options, your local State Farm agent Wendi Valles is happy to help.