Investment services in and around San Jose

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

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 fit for you. State Farm agent Burch Boehner is happy to help walk you through the details.

Investment Services

There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Burch Boehner can help you determine which path may be right for you.

Education Savings Plans

Your agent Burch Boehner can help walk you through the particulars of saving for college.

Estate Planning

It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Burch Boehner can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Burch Boehner can help you as you research the specifics.

Business Retirement Plans

There is much to consider 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 retaining employees.