Investment services in and around Novato

Investigate 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 choice for you. State Farm agent Gary Butler is happy to help explore the details with you.

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 guidance, there are different levels of support available to you. Contact agent Gary Butler in Novato to learn more about how they can assist you.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, your comfort with risk, time left before needing savings, and more. Agent Gary Butler in Novato, CA would love to help walk you through the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Gary Butler 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 your stage of life, your goals, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Gary Butler is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Gary Butler can help you study your choices.