Investment services in and around Thousand Oaks

Investigate 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

Today is a good day to start prepping for retirement, whether you're just starting a career or you've been working for some time.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Kurt Weston can help you select which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, flexibility, time left before needing savings, and more. Agent Kurt Weston in Thousand Oaks, CA would love to help you explore the options that may be right for you.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

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 reviewing specific options, registered agent Kurt Weston is happy to help.