Investment services in and around Lake Elsinore

Review 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

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 choice for you. State Farm agent Todd Schaffner is happy to help talk you through the specifics.

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

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 Todd Schaffner in Lake Elsinore, CA would love to help you investigate the options that may be right for you.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you work toward these goals.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.