Investment services in and around Aubrey
Review 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 Tommy Rosales is happy to help talk you through the details.
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Tommy Rosales can help walk you through the different elements of saving for college.
Estate Planning
As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with constructing goals for while you're alive and after your death. State Farm can help you pursue these goals.
Annuities
Basic expenses and bills don't conclude 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 option to create the stream of income you need post-retirement.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Tommy Rosales is happy to help you research your options.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Aubrey
- Cross Roads
- Little Elm
- Frisco
- Prosper
- McKinney
- Holly Hock
- Windsong Ranch
- Denton County
- Denton
- Collin County
- Savannah
- Union Park
- Providence Village
- Oak Point
- Linden Hills
- Creekside
- Paloma Creek
- Braswell High
- Estates at Rockhill
- Panther Creek HS
- PGA of America
- Somerset Park
- Silverado
Looking for help reaching financial goals in the Aubrey area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.