Investment services in and around San Antonio
Explore 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 Katie Slaydon is happy to help walk you through the specifics.
Investment Services
Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are prepped to help you know where to start.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
When trying to prepare for your future, State Farm agent Katie Slaydon may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Katie Slaydon can help you as you review the specifics.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Katie Slaydon is happy to help.
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Discover how State Farm can help you reach your financial goals
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Simple Insights®
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Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.
Borrowing against life insurance: What to know
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Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.