Investment services in and around SAN JOSE
San Jose, 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 choice for you. State Farm agent David Matzinger is happy to help explore the specifics with you.
Investment Services
There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent David Matzinger can help you select which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent David Matzinger to go through more specifics! David Matzinger is happy to discuss flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, 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 a few different options depending on how close you are to retirement and your future goals. Local registered agent David Matzinger 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, how many people you employ, if loans are an option, and others. Your local registered agent David Matzinger can help you research your choices.
Let Us Help You With Your Monetary Objectives
David Matzinger
State Farm® Insurance Agent
Looking for help reaching financial goals in the SAN JOSE area?
Let's work toward your financial dreams
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Invest after retirement
Invest after retirement
When investing after retirement, it is wise to review and adjust your investments to help meet your goals.
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
Invest after retirement
Invest after retirement
When investing after retirement, it is wise to review and adjust your investments to help meet your goals.