Investment services in and around Yakima
Review 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
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 Monty Sunderland is happy to help walk you through the specifics.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
There are specifics to think about before starting to save for education. These include time left to save, your comfort with risk, time left before needing savings, and more. Agent Monty Sunderland in Yakima, WA would love to help walk you through the options that may be right for you.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Monty Sunderland can help you as you review the specifics.
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 if loans are an option. Your local State Farm agent Monty Sunderland is happy to help you understand your options.
You Have Financial Aspirations. Let Us Help!
Monty Sunderland
State Farm® Insurance Agent
Looking for help reaching financial goals in the Yakima area?
Start working toward your financial goals
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
Budget breakdown
Budget breakdown
Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
Budget breakdown
Budget breakdown
Check out these types of budgeting methods and simple money saving tips to organize your finances to fit your lifestyle & spending habits.