Investment services in and around San Francisco
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
Aside from dreaming about where to travel 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
There are options available for you if you'd like additional information on saving for your future. State Farm agent Christie Kennett can help you research which path may be right for you.
Education Savings Plans
When saving for college, anyone can contribute.
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
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Christie Kennett is happy to help you consider your options.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Christie Kennett is happy to help you examine your options.
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
Start working toward your financial goals
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.