Investment services in and around San Luis Obispo

Explore 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 fit for you. State Farm agent Todd Thomas is happy to help explore the details with you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Todd Thomas in San Luis Obispo to learn more about how they can assist you.

Education Savings Plans

Your agent Todd Thomas can help walk you through the specifics of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Todd Thomas is happy to help you consider your options.