Investment services in and around Sunnyvale

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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Sunnyvale, CA State Farm agent Shelley Shukla can help you understand.

Investment Services

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

Education Savings Plans

There are details 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 Shelley Shukla in Sunnyvale, CA would love to help you explore the options that may be right for you.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your stage of life, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Shelley Shukla is happy to help.

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent Shelley Shukla is happy to help.