Investment services in and around Anaheim

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent John Mach in Anaheim, CA is here to help!

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent John Mach can help you research which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, amount to save, your comfort with risk, and more. Agent John Mach in Anaheim, CA would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance researching specific options, registered agent John Mach is happy to help.

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 John Mach is happy to help you understand your options.