Investment services in and around Lake Elsinore
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 the hobbies you'll finally have time for in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
If college expenses, retirement, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
Your agent Todd Schaffner can help walk you through the details of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.
Annuities
Looking for a way to receive payments or regular income throughout 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
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 understanding your options, your local State Farm agent Todd Schaffner is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Lake Elsinore
- Corona
- Canyon Lake
- Wildomar
- Riverside
- Menifee
- Murietta
- Eastvalle
- Temecula
- Lakeland Village
- Good Hope
- Murietta Hot Springs
- Temescal Valley
- Arcilla
- Alberhill
- Quail Valley
Lake Elsinore neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.