Investment services in and around Cathedral City
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
Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.
Investment Services
Are you looking to establish an emergency fund, invest for retirement, or plan for college expenses? State Farm agents are available to help you know where to begin.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
There is much to contemplate when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.
Let Us Help You Reach Your Dreams And Goals
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
Phil Goodge
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Cathedral City area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Simple Insights®
How do 529 plans work?
How do 529 plans work?
Learn more about 529 education savings plans that are designed to help families save for future education costs.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.