Investment services in and around Seattle
Explore 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 Seattle, WA State Farm agent Jenny Phan can help you consider.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are details to think about before starting to save for education. These include time left to save, flexibility, amount to save, and more. Agent Jenny Phan in Seattle, WA would love to help walk you through the options that may be right for you.
Estate Planning
As you sift through options and goals, including Seattle State Farm agent Jenny Phan, can be a beneficial asset to help you cover all bases. 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 Jenny Phan is happy to help you explore your options.
Business Retirement Plans
There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.
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Simple Insights®
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Financial wellness tips to help improve your financial future
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Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.