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Investment services in and around Kaneohe

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement in the future.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

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

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 loans are an option, if employees and/or employers can contribute, and if there are annual operation costs or administration fees. Your local State Farm agent Lori Pasion is happy to help you examine your options.

Let Us Help With Your Dreams And Goals

Profile photo of a State Farm Agent named: Lori Pasion

Lori Pasion

State Farm® Insurance Agent

ChFC® LUTCF®
Office Address:
45 588 Kamehameha Highway
Suite 205
Kaneohe, HI 96744-1900
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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.

House shopping: Rent vs. buy?

There are many factors to consider when deciding whether to rent vs. buy a home. Learn which option makes sense for you in this article.