Investment services in and around Mercer Island
Navigate 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 prepare today to enjoy retirement down the road.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, identifying goals, and more!
Education Savings Plans
There are details to think about before starting to save for education. These include amount to save, time left before needing savings, time left to save, and more. Agent Tim Cashman in Mercer Island, WA would love to help you explore the options that may be right for you.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Tim Cashman can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance exploring specific options, registered agent Tim Cashman is happy to help.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Tim Cashman is happy to help you research your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Mercer Island
- Seattle
- Bellevue
- King County
- Pierce County
- Snohomish
- Kitsap
- mason
- Thurston
- Skagit
- multnomah
Tim Cashman
State Farm® Insurance Agent
Looking for help reaching financial goals in the Mercer Island area?
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Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
Simple Insights®
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.