Investment services in and around Chino Hills

Investigate 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 fit for you. State Farm agent John Edgar is happy to help talk you through the specifics.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent John Edgar can help you explore which path may be right for you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent John Edgar is happy to help you consider your options.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.