Investment services in and around Dublin

Dublin, 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

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 choice for you. State Farm agent A.J. Amstrup is happy to help explain the details to you.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, flexibility, time left to save, and more. Agent A.J. Amstrup in Dublin, CA would love to help you explore the options that may be right for you.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent A.J. Amstrup can be a worthwhile 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 how close you are to retirement and your future goals. Local registered agent A.J. Amstrup is happy to help you consider your options.

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, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent A.J. Amstrup can help you investigate your choices.