Investment services in and around Cathedral City
State Farm Can Help With Your Financial Aspirations
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 Cathedral City, CA State Farm agent Phil Goodge can help you explore.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
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
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Phil Goodge can help you as you review the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Phil Goodge can help you investigate your choices.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Cathedral City, CA
- Desert Hot Springs
- Palm Springs, CA
- Rancho Mirage, CA
- Thousand Palms, CA
- Palm Desert, CA
- Riverside County, CA
- Arizona
- Nevada
- Oregon
- California
- Coachella, CA
- Lake Havasu City
- Morongo Valley, CA
- Yucca Valley, CA
- Joshua Tree, CA
- Twentynine Palms, CA
- Banning, CA
- Beaumont, CA
- Phoenix, AZ
- Las Vegas, NV
- Parker, AZ
- Henderson, NV
- Portland, OR
Phil Goodge
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®
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
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®
What are bond funds?
What are bond funds?
Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.
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.