Investment services in and around Modesto
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 Modesto, CA State Farm agent Pam Shelton-Allen can help you get to know.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.
Annuities
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, your stage of life, and more. For assistance examining specific options, registered agent Pam Shelton-Allen is happy to help.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance examining your options, your local State Farm agent Pam Shelton-Allen is happy to help.
Let Us Help You With Your Monetary Objectives
Pam Shelton-Allen
State Farm® Insurance Agent
Modesto neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.
Simple Insights®
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.