Skip to content
Español

Investment services in and around Poway

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

Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Your property and its proper stewardship is valuable. That's why it's a good idea to begin organizing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 goals, and more. For assistance exploring specific options, registered agent Kristin Francy is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Kristin Francy

Kristin Francy

State Farm® Insurance Agent
Office Address:
12605 Poway Road
Suite C
Poway, CA 92064
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Start working toward your financial goals

Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Organize paying bills

You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.

Simple Insights®

The dual income advantage: Money management for couples

Helpful and practical money management methods and budgeting tips for couples.

Organize paying bills

You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.