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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

There will most likely come a time when your next career advancement is to retire, but you can start preparing for that day long before.

Investment Services

There are options available for you if you'd like additional guidance on preparing for retirement. State Farm agent Russ Porterfield can help you explore which path may be right for you.

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start developing steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Russ Porterfield can help you as you investigate the specifics.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

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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Looking for help reaching financial goals in the Mount Shasta area?

Start working toward your financial goals

Simple Insights®

Calculate spending and see the benefits of spending less

Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.

Types of personal assets and how to manage them

Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.