Investment services in and around IRVINE
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
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 Michael Lee is happy to help explore the options with you.
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Michael Lee can help walk you through the specifics of saving for college.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
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 remain after you stop working.
Business Retirement Plans
Quality employees can make a large difference in a small business. A significant way to attract and keep employees is to offer the benefit of a retirement plan.
Let Us Help Champion Your Dreams And Goals
We also offer Investments services in:- IRVINE
- TUSTIN
- SANTA ANA
- NEWPORT BEACH
- ORANGE COUNTY
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.