Investment services in and around Cathedral City
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Phil Goodge in Cathedral City, CA is here to help!
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
As an individual with assets, it is good to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after your death. State Farm can help you reach these goals.
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 Phil Goodge can help you as you review the specifics.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Cathedral City, CA
- Desert Hot Springs
- Palm Springs, CA
- Rancho Mirage, CA
- Thousand Palms, CA
- Palm Desert, CA
- Riverside County, CA
- Arizona
- Nevada
- Oregon
- California
- Coachella, CA
- Lake Havasu City
- Morongo Valley, CA
- Yucca Valley, CA
- Joshua Tree, CA
- Twentynine Palms, CA
- Banning, CA
- Beaumont, CA
- Phoenix, AZ
- Las Vegas, NV
- Parker, AZ
- Henderson, NV
- Portland, OR
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.