Investment services in and around Encino

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

Today is a good day to start prepping for retirement, whether you're newly employed 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 Sherwin Shafiee can help you research which path may be right for you.

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 mapping out steps now that will help you work toward 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 how you want your contributions to be handled, your goals, your stage of life, and more. For assistance examining specific options, registered agent Sherwin Shafiee is happy to help.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and keeping employees.