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
Aside from dreaming about places you want to see and what you will do in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Kathy Jurgensen in Temecula to learn more about how they can assist you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to begin laying out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Kathy Jurgensen is happy to help you explore your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to think about.
Let Us Help You With Your Monetary Objectives
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
Let's work toward your financial dreams
Simple Insights®
How to reach your retirement goals
How to reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
Simple Insights®
How to reach your retirement goals
How to reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.