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Investment services in and around San Rafael

Explore 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

Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Lisa Elkins-Reuter can help you select which path may be right for you.

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

Your property and its proper stewardship is significant. That's why it's a good idea to start shaping 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

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Lisa Elkins-Reuter is happy to help you research your options.

Business Retirement Plans

State Farm has numerous retirement savings plans for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Lisa Elkins-Reuter

Lisa Elkins-Reuter

State Farm® Insurance Agent
Office Address:
1852 4th Street
San Rafael, CA 94901
Map & Directions

Looking for help reaching financial goals in the San Rafael area?

Start working toward your financial goals

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Can you write a will without a lawyer?

Some people choose to write a will without a lawyer with the aid of a variety of online and digital tools.