Investment services in and around Burlington
Navigate 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 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 Burlington, WA State Farm agent Lisa Atkinson can help you understand.
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
If you think saving for education is exactly what you're looking for, get in touch with agent Lisa Atkinson to go through more specifics! Lisa Atkinson is happy to review flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, distribute assets to family member and other heirs, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Lisa Atkinson can help you as you investigate the specifics.
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 if there are annual operation costs or administration fees, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Lisa Atkinson is happy to help.
Let Us Help You Reach Your Dreams And Goals
We also offer Investments services in:- Burlington
- Skagit County
- Mount Vernon
- Anacortes
- Conway
- Sedro Woolley
- Bow
- Edison
- La Conner
- Sudden Valley
- San Juan Islands
- Friday Harbor
- Orcas Island
- Guemes Island
- Clear Lake
- Lopez Island
- Big Lake
- Winthrop
Lisa Atkinson
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Burlington area
Let's work toward your financial dreams
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.
Simple Insights®
How do annuities work?
How do annuities work?
Learn how an annuity works and if it could be a valuable addition to your retirement plan.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.