Investment services in and around Yakima
Explore 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 option for you. State Farm agent Monty Sunderland is happy to help walk you through the specifics.
Investment Services
Are you looking to invest for retirement, plan for college expenses, or establish an emergency fund? State Farm agents are prepped to help you know where to begin.
Education Savings Plans
Interested in ways to start saving for college? It may be time to think about available products and services for your child, your spouse, or yourself.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
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 remain after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help Assist With Your Dreams And Goals
Monty Sunderland
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Yakima area
Start working toward your financial goals
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.