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Investment services in and around Encinitas

Encinitas, Choose State Farm For Help With Your Financial Goals

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 decision is retirement, but you can start preparing for that day long before.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Lisa Trapp can help you determine which path may be right for you.

Education Savings Plans

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

Estate Planning

As you sift through options and goals, including Encinitas State Farm agent Lisa Trapp, can be a worthwhile source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right choice to create the stream of income you need post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Lisa Trapp

Lisa Trapp

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
1458 Encinitas Blvd.
Encinitas, CA 92024
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Looking for help reaching financial goals in the Encinitas area?

Let's work toward your financial dreams

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Small business benefits to offer

Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.

Using indexes to measure stock market performance

Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.