Investment services in and around San Francisco
San Francisco, 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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement later in life.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Ben Carr is happy to help you consider your options.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Ben Carr
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
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Simple Insights®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Simple Insights®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.