Investment services in and around Flower Mound
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 Flower Mound, TX State Farm agent Ruth Shannon can help you explore.
Investment Services
Are you looking to establish an emergency fund, save for a new house, or plan for college expenses? State Farm agents are happy to help you know where to begin.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Ruth Shannon can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Ruth Shannon is happy to help.
Business Retirement Plans
State Farm has numerous retirement savings possibilities for both business owners and their employees.
Let Us Help Champion Your Dreams And Goals
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Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.