Investment services in and around Yakima

Investigate 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

One practical way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Monty Sunderland in Yakima to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, 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 reliable income stream you're looking for to help with some of the basic costs of living even after you are done working.

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 there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Monty Sunderland is happy to help you research your options.