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Investment services in and around Elk Grove

Elk Grove, 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

Now is the time to start preparing for retirement.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, your comfort with risk, time left before needing savings, and more. Agent Leslie Sategna in Elk Grove, CA would love to help you investigate the options that may be right for you.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Leslie Sategna can help you investigate your choices.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Leslie Sategna

Leslie Sategna

State Farm® Insurance Agent

ChFC®
Office Address:
9028 Franklin Blvd
Suite 150
Elk Grove, CA 95758-9587
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

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Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.

Financial goals by age: a decade-by-decade approach

Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.