Investment services in and around Woodland Hills

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

There will most likely come a time when your next career move is retirement, but you can start prepping for that day long before.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

Your agent Richard Lonie can help walk you through the various options 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 cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Richard Lonie is happy to help you consider your options.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.