Investment services in and around Delano

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

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 option for you. State Farm agent Gil Fernandez is happy to help talk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Gil Fernandez in Delano to learn more about how they can assist you.

Education Savings Plans

Thinking about ways to start saving for college? It may be time to consider available products and services for yourself, your spouse, or your child.

Estate Planning

As you sift through options and goals, including Delano State Farm agent Gil Fernandez, can be a useful asset to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal 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 Gil Fernandez is happy to help you research your options.

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, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Gil Fernandez is happy to help.