Investment services in and around Foster City

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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Foster City, CA State Farm agent Nony Lukito-Lim can help you understand.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Nony Lukito-Lim in Foster City to learn more about how they can assist you.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, flexibility, your comfort with risk, and more. Agent Nony Lukito-Lim in Foster City, CA would love to help you investigate the options that may be right for you.

Estate Planning

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

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.