Investment services in and around Scotts Valley
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Laureen Yungmeyer in Scotts Valley, CA is here to help!
Investment Services
There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Laureen Yungmeyer can help you decide 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 Laureen Yungmeyer to go through more specifics! Laureen Yungmeyer is happy to explore your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Laureen Yungmeyer is happy to help you consider your options.
Business Retirement Plans
State Farm has various retirement savings choices for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Scotts Valley
- Felton
- Ben Lomond
- Santa Cruz County
- Boulder Creek
- Capitola
- Aptos
- Soquel
Laureen Yungmeyer
State Farm® Insurance Agent