Investment services in and around Long Beach
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
Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Vali De Vries can help walk you through the specifics of saving for college.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
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 Vali De Vries can help you as you review 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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Vali De Vries is happy to help.
You Have Financial Aspirations. Let Us Help!
Vali De Vries
State Farm® Insurance AgentLong Beach neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Potential benefits of stock funds
Potential benefits of stock funds
Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Potential benefits of stock funds
Potential benefits of stock funds
Stock funds offer higher potential returns in exchange for higher risk, making them a good choice for long-term investors.