Investment services in and around Lake Oswego
Navigate 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 new to the professional world or you've been working for some time.
Investment Services
If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to start organizing 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
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Lake Oswego
- Oregon City
- Tualatin
- Tigard
- Beaverton
- Portland
- Hillsboro
- Newberg
- Sherwood
- West Linn
- Happy Valley
- Gladstone
- Wilsonville
- Aloha
- Bend
- Redmond
- Forest Grove
David Shin
State Farm® Insurance Agent
Lake Oswego neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.