Investment services in and around Pacific Palisades

Navigate 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement in the future.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Trish Bowe in Pacific Palisades to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, amount to save, flexibility, and more. Agent Trish Bowe in Pacific Palisades, CA would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.