Investment services in and around Frisco
Frisco, 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
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 fit for you. State Farm agent Kay Patel is happy to help explore the details with you.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
There are specifics to think about before starting to save for education. These include flexibility, time left to save, time left before needing savings, and more. Agent Kay Patel in Frisco, TX would love to help you explore the options that may be right for you.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your stage of life, and more. For assistance reviewing specific options, registered agent Kay Patel is happy to help.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help You With Your Monetary Objectives
Kay Patel
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Frisco area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Items to discuss before meeting with an attorney
Items to discuss before meeting with an attorney
Things to consider before meeting with an attorney to prepare a will or trust and questions you may want to ask.
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Items to discuss before meeting with an attorney
Items to discuss before meeting with an attorney
Things to consider before meeting with an attorney to prepare a will or trust and questions you may want to ask.