Investment services in and around Kailua

Review 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

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 Matthew Kendig is happy to help explain the specifics to you.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

Your agent Matthew Kendig can help walk you through the details of saving for college.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We get it. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.