Investment services in and around Sunnyvale
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 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 Sunnyvale, CA State Farm agent David Sawyer can help you get to know.
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
If you think saving for education is exactly what you're looking for, get in touch with agent David Sawyer to go through more specifics! David Sawyer is happy to explore flexibility, your comfort with risk, your timeline, and more.
Estate Planning
As you sift through options and goals, including Sunnyvale State Farm agent David Sawyer, can be a useful source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance reviewing specific options, registered agent David Sawyer is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
You Have Financial Aspirations. Let Us Help!
David Sawyer
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Sunnyvale area
Start working toward your financial goals
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Avoiding probate
Avoiding probate
Costs and delays can slow probate. Here are some ways to help save money and speed up the process.