Investment services in and around Woodland Hills

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Richard Lonie in Woodland Hills, CA is here to help!

Investment Services

If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, your comfort with risk, amount to save, and more. Agent Richard Lonie in Woodland Hills, CA would love to help you explore the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Richard Lonie may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different 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

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Richard Lonie is happy to help you decipher your options.