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Investment services in and around Newport Beach

Investigate 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

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 option for you. State Farm agent Tim Bush is happy to help talk you through the details.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Tim Bush can help you determine 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 important. That's why it's a good idea to start developing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

There is much to ponder 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 appealing to and retaining employees.

Let Us Help With Your Dreams And Goals

Profile photo of a State Farm Agent named: Tim Bush

Tim Bush

State Farm® Insurance Agent
Office Address:
3740 Campus Dr Ste B
Newport Beach, CA 92660
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

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