Investment services in and around Petaluma
State Farm Can Help With Your Financial Aspirations
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 prepare today to enjoy retirement tomorrow.
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 details to think about before starting to save for education. These include your comfort with risk, time left before needing savings, flexibility, and more. Agent Lyndsie DeBonis in Petaluma, CA would love to help you investigate the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Lyndsie DeBonis is happy to help you examine 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, if employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Lyndsie DeBonis is happy to help you research your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- California
- Sonoma County
- Napa County
- Marin County
- Healdsburg
- Santa Rosa
- Novato
Lyndsie DeBonis
State Farm® Insurance Agent
Looking for help reaching financial goals in the Petaluma area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.