Investment services in and around Roseville
State Farm Can Help With Your Financial Aspirations
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 Roseville, CA State Farm agent Michael J. Welch can help you explore.
Investment Services
Are you looking to establish an emergency fund, invest for retirement, or save for a new house? State Farm agents are prepared to help you know where to start.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Michael J. Welch to go through more specifics! Michael J. Welch is happy to review your comfort with risk, your timeline, flexibility, and more.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Michael J. Welch can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Michael J. Welch is happy to help you investigate 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 loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Michael J. Welch is happy to help you research your options.
Let Us Help You With Your Monetary Objectives
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.