Investment services in and around encino
Encino, 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
One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Rod Eliassi is happy to help you examine your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Rod Eliassi can help you research your choices.
You Have Financial Aspirations. Let Us Help!
Rod Eliassi
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Simple Insights®
How to create a retirement income plan
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.