Investment services in and around Pacific Palisades
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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Pacific Palisades, CA State Farm agent Trish Bowe can help you investigate.
Investment Services
If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Trish Bowe can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Trish Bowe is happy to help you research your options.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You Achieve Your Dreams And Goals
Trish Bowe
State Farm® Insurance Agent
Pacific Palisades neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
Calculate spending and see the benefits of spending less
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
Simple Insights®
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
Calculate spending and see the benefits of spending less
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.