Investment services in and around Clackamas
Clackamas, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Brian Sanders in Clackamas to learn more about how they can assist you.
Education Savings Plans
Your agent Brian Sanders can help walk you through the specifics of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
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 Brian Sanders is happy to help you research 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 employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Brian Sanders is happy to help you learn more about your options.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Happy Valley
- Damascus
- Oregon City
- West Linn
- Lake Oswego
Brian Sanders
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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Simple Insights®
Review your estate planning checklist
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This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
How to financially prepare for a baby
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Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.