Investment services in and around Temecula
Temecula, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
There will most likely come a time when your next career decision is to retire, but you can start getting ready for that day long before.
Investment Services
Are you looking to invest for retirement, set up an IRA, or establish an emergency fund? State Farm agents are happy to help you know where to begin.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with developing goals for while you're alive and after you are gone. State Farm can help you pursue these goals.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.
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 appealing to and maintaining employees.
Let Us Help You Achieve Your Dreams And Goals
We also offer Investments services in:- Temecula
- Murrietta
- Menifee
- Wildomar
- San Diego
- Fallbrook
- Riverside
- San Marcos
- Rancho Bernardo
- Sun City
- Los Angeles
- Beverley Hills
- Escondido
- Poway
- Rancho Mirage
- Palm Desert
- Palm Springs
- Hemet
- 29 Palms
- Lake Elsinore, CA
- Riverside, CA
- Orange County, CA
- Phoenix, AZ
- Tuscon, AZ
Kathy Jurgensen
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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Simple Insights®
What is a will and why do you need one?
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Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
How to spend money wisely and have fun with your friends
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You can maximize fun with friends and still stick to your budget. Here are some tips for planning ahead so you can have fun and avoid overspending.