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Investment services in and around Clackamas

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Brian Sanders is happy to help walk you through the details.

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

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

Estate Planning

Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on how close you are to retirement and your future goals. Local registered agent Brian Sanders is happy to help you investigate your options.

Business Retirement Plans

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

Let Us Help With Your Dreams And Goals

We also offer Investments services in:
  • Happy Valley
  • Damascus
  • Oregon City
  • West Linn
  • Lake Oswego
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Brian Sanders

State Farm® Insurance Agent

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Map showing State Farm Agent Brian Sanders's office at 11800 SE Sunnyside Road, Clackamas, OR
Office Address:
11800 SE Sunnyside Road
Clackamas, OR 97015-9308
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Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

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Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.