Investment services in and around Frisco

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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Frisco, TX State Farm agent Kay Patel can help you consider.

Investment Services

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

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for yourself, your child, or a friend.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

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 persist after you stop working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Kay Patel can help you explore your choices.