Investment services in and around San Diego
San Diego, 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Diego, CA State Farm agent Eric Smith can help you explore.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like figuring things out on your own or prefer more help, there are different levels of support available to you. Contact agent Eric Smith in San Diego to learn more about how they can assist you.
Education Savings Plans
Your agent Eric Smith can help walk you through the particulars of saving for college.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Eric Smith is happy to help you research your options.
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, how many employees you have, if employees and/or employers can contribute, and if loans are an option. Your local State Farm agent Eric Smith is happy to help you research your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- San Diego
- Del Mar
- Solana Beach
- La Jolla
- Cardiff
- Poway
- Encinitas
- Rancho Penasquitos
- Carlsbad
- California
- Arizona
Eric Smith
State Farm® Insurance Agent
A great choice for help reaching financial goals in the San Diego area
Let's work toward your financial dreams
Simple Insights®
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.