Investment services in and around Woodland Hills
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
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 fit for you. State Farm agent Gwyn Petrick is happy to help talk you through the specifics.
Investment Services
Are you looking to plan for college expenses, establish an emergency fund, or invest for retirement? State Farm agents are ready to help you know where to start.
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to contemplate available products and services for yourself, a friend, or your child.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Gwyn Petrick is happy to help you research your options.
Business Retirement Plans
State Farm has numerous retirement savings plans for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Gwyn Petrick
State Farm® Insurance Agent
Woodland Hills neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.