Investment services in and around Aptos

Aptos, Choose State Farm For Help With Your Financial Goals

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 Preeti Sehgal is happy to help talk you through the details.

Investment Services

There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Preeti Sehgal can help you determine which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent Preeti Sehgal in Aptos, CA would love to help you investigate the options that may be right for you.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance examining specific options, registered agent Preeti Sehgal is happy to help.

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 deciphering your options, your local State Farm agent Preeti Sehgal is happy to help.