Investment services in and around Yakima
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
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
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Tim Surber can help walk you through the various options of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
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 Tim Surber is happy to help you examine your options.
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 loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Tim Surber can help you research your choices.
Let Us Help You Fulfill Your Dreams And Goals
We also offer Investments services in:- Yakima, WA
- Moxee, WA
- Selah, WA
- Union Gap, WA
- Naches, WA
- Ellensburg, WA
- Wapato, WA
- Mattawa, WA
- Wenatchee, WA
- Zillah, WA
- Washington
- Oregon
- Idaho
Tim Surber
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Yakima area
Start working toward your financial goals
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
What is a retirement annuity?
What is a retirement annuity?
The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.