Investment services in and around Bothell
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 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 choice for you. State Farm agent David Strasser is happy to help walk you through the specifics.
Investment Services
There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent David Strasser can help you determine 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 David Strasser to go through more specifics! David Strasser is happy to discuss your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, 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 a few different options depending on your proximity to retirement and your future goals. Local registered agent David Strasser is happy to help you investigate your options.
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 loans are an option, how many employees you have, and if employees and/or employers can contribute. Your local State Farm agent David Strasser is happy to help you examine your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Bothell, WA
- Woodinville, WA
- Lynnwood, WA
- Everett, Wa
- Snohomish, WA
- Seattle, WA
- Bellevue, WA
- Shoreline, WA
- Mountlake Terr, WA
- Edmonds, WA
- Mukilteo, WA
- Marysville, WA
- Lake Stevens, WA
- Monroe, WA
- Arlington, WA
- Snohomish County
- King County
David Strasser
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Leaving money to a charity in your will
Leaving money to a charity in your will
Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.
Common estate-planning mistakes
Common estate-planning mistakes
Forgetting to change beneficiary information is a common mistake when planning an estate. We break down estate planning dilemmas and more.
Simple Insights®
Leaving money to a charity in your will
Leaving money to a charity in your will
Many people are devoted to a group or cause and want to leave them an endowment. Before leaving money to a charity in your will, ask these questions.
Common estate-planning mistakes
Common estate-planning mistakes
Forgetting to change beneficiary information is a common mistake when planning an estate. We break down estate planning dilemmas and more.