Investment services in and around Haslet

Navigate 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 fit for you. State Farm agent Scott Stewart is happy to help talk you through the details.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

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

Annuities

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

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in attracting and maintaining employees.