Investment services in and around Lake Oswego

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent David Shin in Lake Oswego, OR is here to help!

Investment Services

There are options available for you if you'd like additional pointers on saving for your future. State Farm agent David Shin can help you research which path may be right for you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, time left to save, amount to save, and more. Agent David Shin in Lake Oswego, OR would love to help walk you through the options that may be right for you.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent David Shin can help you as you review the specifics.