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Investment services in and around Mount Shasta

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

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

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

Education Savings Plans

Thinking about ways to start saving for college? It may be time to think about available products and services for your spouse, your child, or yourself.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if loans are an option, and others. Your local registered agent Russ Porterfield can help you research your choices.

Let Us Help With Your Dreams And Goals

Profile photo of a State Farm Agent named: Russ Porterfield

Russ Porterfield

State Farm® Insurance Agent

ChFC® CASL® CLU®
Office Address:
115 East Alma Street
Mount Shasta, CA 96067-2203
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Let State Farm be your first choice for help with reaching your financial goals

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Simple Insights®

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Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.

Simple Insights®

What can 529 funds be used for if my child doesn't go to college?

Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.

Cashing out your 401k or taking a 401k loan: What you need to know

Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.