Investment services in and around Valencia
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
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 option for you. State Farm agent Kathy Song is happy to help walk you through the specifics.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Kathy Song in Valencia to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Kathy Song can help you as you investigate the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Kathy Song can help you research your choices.
Let Us Help You Fulfill Your Dreams And Goals
Kathy Song
State Farm® Insurance Agent
Valencia neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.
Simple Insights®
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Basic financial terms glossary
Basic financial terms glossary
Basic terms about credit, retirement and investing that may contribute to your financial knowledge.