Investment services in and around Seattle

Seattle, 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 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 fit for you. State Farm agent RT Shaw is happy to help explore the options with you.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent RT Shaw in Seattle to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include flexibility, time left to save, your comfort with risk, and more. Agent RT Shaw in Seattle, WA would love to help you investigate 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 income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent RT Shaw can help you as you explore the specifics.

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 there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent RT Shaw is happy to help you decipher your options.