Investment services in and around Woodland Hills
Investigate 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
Now is the time to start preparing for retirement.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.
Education Savings Plans
Your agent Richard Lonie can help walk you through the particulars of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Richard Lonie is happy to help you learn more about your options.
You Have Financial Aspirations. Let Us Help!
Richard Lonie
State Farm® Insurance Agent
Woodland Hills neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.