Investment services in and around Roseville

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

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Michael J. Welch in Roseville to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.

Annuities

Basic expenses and bills don't conclude when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Michael J. Welch is happy to help.