Investment services in and around Monterey

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

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 determine which may be right for you, State Farm agent Jim Rinehart in Monterey, CA is here to help!

Investment Services

Are you looking to establish an emergency fund, save for a new house, or plan for college expenses? State Farm agents are prepped to help you know where to start.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, your comfort with risk, flexibility, and more. Agent Jim Rinehart in Monterey, CA would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

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

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.