Investment services in and around Burlington

Burlington, Choose State Farm For Help With Your Financial Goals

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 Lisa Atkinson is happy to help talk you through the details.

Investment Services

Are you looking to save for a new house, invest for retirement, or establish an emergency fund? State Farm agents are ready to help you know where to begin.

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, flexibility, time left before needing savings, and more. Agent Lisa Atkinson in Burlington, WA would love to help walk you through the options that may be right for you.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start shaping steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent Lisa Atkinson is happy to help you examine your options.