Investment services in and around Temecula
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.
Investment Services
You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.
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
When trying to prepare for your future, State Farm agent Kathy Jurgensen may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance considering specific options, registered agent Kathy Jurgensen is happy to help.
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 Kathy Jurgensen is happy to help you learn more about your options.
Let Us Help You Reach Your Dreams And Goals
We also offer Investments services in:- Temecula
- Murrietta
- Menifee
- Wildomar
- San Diego
- Fallbrook
- Riverside
- San Marcos
- Rancho Bernardo
- Sun City
- Los Angeles
- Beverley Hills
- Escondido
- Poway
- Rancho Mirage
- Palm Desert
- Palm Springs
- Hemet
- 29 Palms
- Lake Elsinore, CA
- Riverside, CA
- Orange County, CA
- Phoenix, AZ
- Tuscon, AZ
Kathy Jurgensen
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Good reasons to keep working after retirement
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.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.
Simple Insights®
Good reasons to keep working after retirement
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.
How much to budget for home maintenance
How much to budget for home maintenance
Understanding the lifespan of a house and how much to budget for home maintenance can help you be more prepared when it’s time for those costly repairs.