Investment services in and around Westlake Village
Review 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 option for you. State Farm agent Barri Hollander is happy to help explain the specifics to you.
Investment Services
Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Barri Hollander is happy to help you explore your options.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Westlake Village
- Thousand Oaks
- Newberry Park
- Agoura Hills
- Oxnard
- Ojai
- Ventura
- Santa Barbara
- Oakland
- Mountainview
- San Francisco
- Sacramento
- San Jose
- Cambria
- Port Hueneme
- Simi Valley
- Moorpark
- Bakersfield
- Palm Springs
- Palm Desert
Barri Hollander
State Farm® Insurance Agent
Looking for help reaching financial goals in the Westlake Village area?
Start working toward your financial goals
Simple Insights®
Pros and cons of buying a fixer-upper
Pros and cons of buying a fixer-upper
Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
Pros and cons of buying a fixer-upper
Pros and cons of buying a fixer-upper
Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.