Investment services in and around San Francisco
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
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 option for you. State Farm agent Christie Kennett is happy to help explore the options with you.
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, time left to save, your comfort with risk, and more. Agent Christie Kennett in San Francisco, CA would love to help you explore the options that may be right for you.
Estate Planning
As you sift through options and goals, including San Francisco State Farm agent Christie Kennett, can be a valuable asset to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop 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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Christie Kennett is happy to help.
You Have Financial Aspirations. Let Us Help!
Christie Kennett
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Francisco area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.