Investment services in and around Sonora

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 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 Bekah Mackenzie is happy to help talk you through the specifics.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Bekah Mackenzie to go through more specifics! Bekah Mackenzie is happy to explore your comfort with risk, flexibility, your timeline, and more.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Bekah Mackenzie can help you explore your choices.