Investment services in and around Bothell
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 David Strasser is happy to help talk you through the details.
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
There are specifics to think about before starting to save for education. These include time left before needing savings, your comfort with risk, flexibility, and more. Agent David Strasser in Bothell, WA would love to help you investigate the options that may be right for you.
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 achieve 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 carry over after you retire.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent David Strasser is happy to help.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- Bothell, WA
- Woodinville, WA
- Lynnwood, WA
- Everett, Wa
- Snohomish, WA
- Seattle, WA
- Bellevue, WA
- Shoreline, WA
- Mountlake Terr, WA
- Edmonds, WA
- Mukilteo, WA
- Marysville, WA
- Lake Stevens, WA
- Monroe, WA
- Arlington, WA
- Snohomish County
- King County
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Using indexes to measure stock market performance
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.