Investment services in and around Scotts Valley
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
Aside from dreaming about where to travel and what you will do in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for the disposition of a business at death, providing for a special needs individual, providing cash for expenses, and more.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, your goals, and more. For assistance investigating specific options, registered agent Laureen Yungmeyer is happy to help.
Business Retirement Plans
State Farm has multiple retirement savings choices for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Scotts Valley
- Felton
- Ben Lomond
- Santa Cruz County
- Boulder Creek
- Capitola
- Aptos
- Soquel
Laureen Yungmeyer
State Farm® Insurance Agent
