Investment services in and around Kailua

Kailua, 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

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 choice for you. State Farm agent Matthew Kendig is happy to help talk you through the specifics.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Matthew Kendig in Kailua to learn more about how they can assist you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left before needing savings, time left to save, flexibility, and more. Agent Matthew Kendig in Kailua, HI would love to help you investigate the options that may be right for you.

Estate Planning

As you sift through options and goals, including Kailua State Farm agent Matthew Kendig, can be a useful source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

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

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 loans are an option, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Matthew Kendig is happy to help you learn more about your options.